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23.253.124.187  Public Scan

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Submitted URL: https://connecting.fisher-401k.com/api/mailings/click/PMRGSZBCHI3TEMBTGM4SYITVOJWCEORCNB2HI4DTHIXS653XO4XGM2LTNBSXENBQGFVS4Y3PNUXSE...
Effective URL: https://www.fisher401k.com/
Submission: On November 18 via manual from PH — Scanned from DE

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Text Content

MAIN NAVIGATION


 * About Us
   * Company Overview
   * Case Studies
     * Education
     * Start Saving
     * Tax Advantages
     * More Options
     * Employee Retention
     * Retiring Soon
   * Client Satisfaction Survey Results
   * Media
   * About Nathan Fisher
   * Contact
 * Employer Services
   * Employer Services Overview
   * Placeholder for menu system (Don't delete)
     * Small Businesses
     * Mid-Sized Businesses
     * Retail Businesses
     * Medical Practices
   * Placeholder for menu system (Don't delete)*
     * Fiduciary Responsibility
     * Switch Plans
   * Your Retirement Counselor
     * Smooth Start
     * Enrollment Day
     * Support Center
   * Employee 401(k) Services
     * Employee Investment Solutions
     * Retirement Calculator
 * Plan Options
   * Plan Options Overview
   * Employer Match
   * Auto Enrollment
   * Safe Harbor Plan
   * Profit Sharing Plan
   * Cash Balance Plan
   * Roth 401(k)
   * 403(b) Plan
 * Start a 401(k)
 * Resources
   * Resource Library
   * CPA Resources
   * Administrator Toolkit
   * Investment Performance
   * 401(k) Industry Comparison
   * Tax Savings Strategies
   * Finding a 401(k) Provider
   * Calculating 401(k) Plan Costs
   * Non-Profit Retirement Plans
 * Blog
 * TEL: 844-238-1247 Contact us




WE REDEFINE WHAT IT MEANS TO BE A PARTNER IN RETIREMENT.

At Fisher, we specialize in small business retirement. As a result, we act as
your advocate and have the knowledge, resources and clout to champion your
needs.

Schedule a free consultation

RATED ONE OF AMERICA'S TOP ADVISERS


Better advice, better outcomes

Fisher significantly outperforms on three key drivers of wealth creation.

14
Higher employee participation rates1
15
Higher plan participant savings rate1
86
Lower fund fees2


SAVE MORE. INVEST SMARTER.

Our wealth generating services enable better participant outcomes.

See case study for assumptions. See the comparison of the industry average for
fund performance, fund fees and participant deferral rates vs the Fisher
average; assumes starting age is 45 with a salary of $250,000 and a starting
balance of $100K.

Download Case Study



MONEY BETTER SPENT

Our advisory model maximizes for value generation, so less of your fee goes to
non-wealth generating services.

Get your free fee analysis


WEALTH GENERATING FEES

ADVISOR | WEALTH GENERATING

Fisher never accepts commissions, always putting your interests first. Some
plans pay 3X more on fund fees because many brokers/advisers select funds that
pay higher commissions.


NON-WEALTH GENERATING FEES

RECORD KEEPER & TPA FEES

Some plans pay 2X more on Record Keeper and TPA fees because their broker/plan
advisor select vendors that pay higher commissions.

Fisher never accepts commissions, always putting your interests first. As a
result, we champion your needs to get more out of your vendors, without
increasing costs.

Please enable Javascript in your browser to view charts and references.

AVERAGE PLAN FEE BREAKDOWN

1.49%2
 * Wealth Generating57%
 * Non-wealth Generating43%

Industry Average1.40%2
 * Wealth Generating76%
 * Non-wealth Generating24%

Fisher Average
 * Wealth Generating3
 * Non-wealth Generating

First class for the price of economy.

We are champions for the needs of small businesses. And because we specialize in
small business retirement plans, we have the knowledge, resources and clout to
help you get more out of your vendors without increasing costs. It’s like moving
from economy to first class at little or no additional cost.




THE FISHER ADVANTAGE


SUPERIOR FINANCIAL GUIDANCE



As one of America's top financial advisors, we work with you to optimize your
retirement program and provide ongoing one-on-one financial guidance to maximize
wealth creation.

Learn more






DIFY (DO IT FOR YOU) APPROACH



Our servicing solutions focus on doing everything we can for you. From acting as
a single point of contact for your plan to selecting your investments, we
provide services that many other advisers can't or won't provide.

Learn more






YOUR INTERESTS FIRST



Incentive structures that are aligned with your success. No revenue sharing, no
kick-backs or commissions. When you do better, we do better.

Learn more






CONTACT US FOR A COMPLIMENTARY PLAN ANALYSIS.


FEE ANALYSIS

Description

We break down your existing plan fees—how much you pay and to whom—and compare
them to the industry average and what you could be paying with Fisher.

Download sample report


PLAN BENCHMARKING

Description

We benchmark the fees and services of your plan relative to similar plans in the
industry.

Download sample report


PLAN DESIGN ANALYSIS

Description

We analyze your current plan features, and help you understand how these
features work.

Plan Design Analysis


PLAN ILLUSTRATION

Description

We do customized projections showing what a particular plan type could look like
for your specific business (including cost-benefits).

Download sample report


INVESTMENT ANALYSIS

Description

Receive an analysis of the quality and cost of your existing lineup and how it
compares to industry benchmarks, and what you could be paying with Fisher.

Download sample report


GET YOUR FREE ANALYSIS

Call us at (844) 238-1247 or

Make an appointment


NEWS & EVENTS

Keep up with what’s happening at Fisher Investments.

 


CARES ACT AND 401(K) LOANS AND DISTRIBUTIONS FAQS

As an employer offering a 401(k) plan, you’ve probably gotten a lot of questions
from your employees in recent weeks. Employees are wondering, now more than
perhaps...
Continue Reading
401(k) Industry Updates 


TAX CREDIT AND DEDUCTIONS

That’s because the SECURE Act (Setting Every Community Up for Retirement
Enhancement...
Continue Reading
For SMBs & Employees 


TYPES OF 401(K) PROFIT SHARING PLANS

Profit sharing plans can help employers incentivize employees, attract key
talent, and control costs. Here are the types of profit sharing plans you can
add to your...
Continue Reading
Start a 401(k) 


HOW TO START A 401(K) PLAN FOR YOUR BUSINESS

There are many ways to start a 401(k) learn how it can benefit your business and
employees....
Continue Reading
 * 1Industry Average rates based on the 2020 Vanguard Retirement Plan Access™
   Study-Small Business Edition. The Fisher Client Average rates are based on
   Fisher plans utilizing Ascensus as their recordkeeper as of 4/27/2021.
 * 2Industry Average data is based on Fiduciary Benchmarks, Inc Plan Profile
   Report for a $2mil 401(k) plan with 50 participants as of 12/31/20, The
   Industry Average fund fee (.48%) was calculated by taking 32% of the industry
   average total plan fees (1.49%), as this is the average proportion of the fee
   allocated to investment managers in the report. The Fisher Average fee
   (1.40%) represents the fees an average Fisher Investments 401(k) client would
   pay as of 12/31/20, based on a $2mil 401(k) plan with 50 participants;
   Ascensus for bundled recordkeeping (.33%); and the weighted average fund
   expense ratio based on actual client investment allocations (.07%).
 * 3Wealth-generating fees are defined as plan advisor fees & fund fees;
   non-wealth generating fees are defined as all other fees, including
   recordkeeper and third party administrator fees.

8 Questions to Ask When Evaluating a Plan Advisor
Download the provider evaluation checklist



DOWNLOAD THE PROVIDER EVALUATION CHECKLIST


8 QUESTIONS TO ASK WHEN EVALUATING A PLAN ADVISOR.


*
First Name:




*
Last Name:




*
Email:




*
Company:




*
Phone Number:












Download


THANK YOU

Click the button below to begin your download, please contact us if you have any
questions.

 * Download



ABOUT US

Fisher Investments 401(k) Solutions is committed to bringing unparalleled
support to small and mid-size businesses and their employees through 401(k)
retirement plan services.

CONTACT US

5525 NW Fisher Creek Drive Camas, WA 98607

844-238-1247
info401k@fi.com

FOLLOW US



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