401k Best Practices
Videos

Benchmark Your Company 401(k) - Part 2

In part two of this educational Benchmarking Your Company’s 401(k) video series, you’ll learn how to benchmark the performance, investment risk, and behavior of the investments in your 401(k) retirement plan. We’ll also discuss the types of funds in your plan, how different investment share classes can affect your total 401(k) fund fees and costs, and the importance of employee engagement.

401k Best Practices
Videos

Why Benchmark Your Company 401(k) Plan?

See how your company 401(k) compares with other companies’ 401(k) plans by using retirement plan benchmarking. In this introduction to the educational Benchmarking Your Company’s 401(k) video series, you’ll discover why making the right decisions for your company’s 401(k) plan shouldn’t be guesswork. This video reveals ways plan and adviser benchmarking can help you improve your company’s retirement plan.

401k Best Practices
Videos

Maximize 401(k) Participation

Your employees love the 401(k) plan because it gives them an opportunity to achieve their retirement dreams. As a business owner, that makes you feel good. Of course, you have the same opportunity. The key is to take full advantage of your plan. This short video offers 7 great tips you can begin to implement today to improve employee participation.

401k And Your Employees
Videos

Money Minute Video: Budgeting

A smart budget can reduce your debt, increase your saving and help you take control of your financial future. Your Money Minute is a series of short two-minute videos focusing on a variety of personal finance topics. We provide these types of videos to our clients' participants to provide them with important, practical, relevant information and help them get the most from the company’s 401(k) plan.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Resources and Engagement

Watch this previously recorded educational webinar on managing and assessing your 401(k) plan, part 3: Resources and Engagement. You’ll get helpful tips to effectively manage your 401(k) plan, master common 401(K) terminology and learn about two ways to benchmark your 401(k) plan. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E.® an employer’s go-to resource for 401(k) management.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Tracking & Investment Solutions

Assess your 401(k) fund lineup to make sure it has options that work for each of your employees, and discover how to help your employees figure out if they are on track to achieve their retirement goals. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer’s go-to resource for 401(k) management.

401k Best Practices
Videos

401(k) Plan Evaluation Framework: Responsibility and Expenses

Learn about meeting your financial and legal requirements, how to maximize plan benefits while reducing personal risk, and the six steps to analyzing, assessing, and monitoring plan fees. Nathan Fisher developed a mnemonic device called R.E.T.I.R.E. ® an employer’s go-to resource for 401(k) management.

401k And Your Employees
Videos

Money Minute Video: SMART Goals

Setting S.M.A.R.T. Goals can help your employees reduce debt, reduce stress and save more money for retirement. Your Money Minute is a series of short two-minute videos focusing on a variety of personal finance topics. We provide these types of videos to our clients’ employees to provide them with important, practical, relevant information and help them get the most from the company’s 401(k) plan.

401k Basics
Videos

401(k) Service Provider Landscape

When you manage a 401(k) plan, you end up working with different types of service providers. Commonly, there are advisers, recordkeepers, and third party administrators, but what do they do and how are they different? Watch this video to learn more about the different types of partners you can work with.

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About Us

Fisher Investments 401(k) Solutions is dedicated to helping small and mid-size businesses deliver successful ‭retirement plan services. Our success is defined by each business achieving its custom 401(k) plan goals and by ‭empowering employees with the dedicated support and resources necessary to achieve a dignified retirement. Our ‭solutions are built on the core principles of providing employers and employees ready access to dedicated 401(k) ‭specialists, flexible investment options, and fee transparency.

The Fisher Investments Resource Library is designed to support 401(k) Plan Sponsors with insights, tools and ‭answers without obligation.

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Camas, WA 98607

844-238-1247
info401k@fi.com

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