401(k) Service Provider Infographic

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Understanding each 401(k) service provider’s role and responsibility is important to the success of your plan. In this overview, learn what is expected from a Plan Sponsor, Investment Adviser, TPA and Recordkeeper.

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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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5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

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Fisher Investments 401(k) Solutions offers fiduciary and consulting services, including participant education, to company-sponsored 401(k) plans. Investing in securities involves the risk of loss.