Request Resource

Additional information needed to access premium material

A gap analysis is a way for your employees to see how they are tracking toward their retirement savings goals. It measures the gap between their current savings and savings rate and their future dollars needed. Typically, a gap analysis will take into account Social Security, 401(k) and other retirement savings accounts. Check out this sample gap analysis and see what it looks like and the types of recommendations a gap analysis will provide to your employees to get them back on track.

Request Resource

Additional information needed to access premium material

Request a RETIRE Kit, an employers go-to resource for 401(k) management.

Interested in more content like this?

Stay up to date on small business trends and the latest in 401(k).

 
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.

Contact Us

5525 NW Fisher Creek Drive
Camas, WA 98607

844-238-1247
info401k@fi.com

Follow Us