The benefits of a retirement plan without the burden.

We specialize in affordable and hassle-free retirement plans for small business.

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How to start a 401(k) for your business in 3 easy steps:

Why Start a Retirement Plan with Fisher?

Hassle-free administration

Hassle-free administration

  • Simple and intuitive automated tools
  • A wide range of retirement plan options
  • A Do-It-For-You approach to plan management
  • A human single point-of-contact for all plan needs
  • Filing of all annual government paperwork
Superior plan and investment guidance

Superior plan and investment guidance

  • One of America’s top financial advisers
  • Financial adviser supported plan designs to maximize performance
  • Ongoing one-on-one financial guidance for plan participants
Legal protection

Legal protection

  • Maximum fiduciary protection allowed by law
  • Coordination of adherence to all Department of Labor and IRS guidelines
  • Creation and maintenance of a fiduciary audit file

 

How We're Different

DIFY (Do It For You) Approach

DIFY (Do It For You) Approach

We know you have a business to run. That’s why our solutions focus on doing everything we can for you. When we can’t do it for you, we’ll be there every step of the way to do it with you.

Proactive Guidance

Proactive Guidance

We are proactive partners that aim to solve problems before they exist. We’ll work with you to build the best program possible and provide ongoing one-on-one financial guidance to help you and plan participants achieve a successful retirement. 

Human First Service Model

Human First Service Model

Put simply, we aren’t a robot. So when you and your participants need help, you are assisted by a human, not a chat bot. We proactively schedule plan review meetings and are your single point of contact for all of your needs. 
 

Flexible Solutions

Flexible Solutions

From 401(k)s and Solo(k)s to SEP and SIMPLE IRAs, we offer a wide variety of plans and servicing solutions that meet the unique needs of your business now and in the future. 

Compare Our Services

Hassle-free administration

Hassle-free administration

Ubiquity

Human Interest

Betterment

Simple and intuitive automated tools check check check check
A wide range of retirement plan options check uncheck uncheck uncheck
Do-It-For-You approach to plan management check uncheck uncheck uncheck
A human single point-of-contact check uncheck uncheck uncheck
Money-back service level guarantee check uncheck uncheck uncheck
Superior plan & investment guidance

Superior plan & investment guidance

Rated one of America’s top advisors check uncheck uncheck uncheck
Financial advisor supported plan designs check uncheck uncheck uncheck
Ongoing 1:1 financial advisor guidance for participants check uncheck uncheck uncheck
Legal protection

Legal protection

Coordination of adherence to all Department of Labor and IRS guidelines, including plan benchmarking check uncheck uncheck uncheck
Creation and maintenance of a fiduciary audit file check uncheck uncheck uncheck