Here is a sample investment benchmarking report from a third party. The report reviews the funds in your company 401(k) plan and identifies if they are good (green), at risk (yellow) or bad (red). Once a fund is in the red category, it should be put on a fund watch list and removed if it doesn’t improve. See this sample report to get an idea of what an investment benchmarking report can do for your 401(k) plan.

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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


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