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50% of employees say that they would switch jobs for a better 401(k) plan.* What does a better 401(k) plan look like? Take a look:

Still don’t believe it?
Ask yourself these 5 questions:

1. Is lowering your day-to-day 401(k) administrative tasks important to you?

2. Is one-on-one employee enrollment and education important to you?

3. Do you have ongoing support readily available to your employees?

4. Does your plan service provider specialize in small and medium-sized businesses?

5. Do your employees represent a range of investment styles, goals and expertise?


1. Is lowering your day-to-day 401(k) administrative tasks important to you? We provide a higher level of service than a typical 401(k) service provider—and we don’t charge anything extra. Want someone to handle working with your recordkeeper or payroll provider? How about someone to help your employees with their long-term goals? Do you need help preparing for a DOL audit? We do all of that and more.

2. Is one-on-one employee enrollment and education important to you?We know it’s important to employees. Many employees state that a one-on-one meeting with their 401(k) service provider would help them feel more confident in their retirement plan.

3. Do you have ongoing support readily available to your employees? Fisher provides you with a dedicated Retirement Counselor as a single point of contact for everything related to your plan, plus a 401(k) Employee Support Center, staffed with real-live people, often the same people who come out to help your employees enroll.

4. Does your plan service provider specialize in small and medium-sized businesses? We provide personalized, hands-on service to only small and mid-sized businesses that want to work with a partner like Fisher Investments. We take on much of the day to day administrative work, employee education and reviews plan performance and provide you with market updates to keep you informed.

5. Do your employees desire a range of investment styles, goals and expertise? Different people want to manage their finances in different ways. Money management is a very personal decision and that’s why we provide your employees several investment options to choose from when selecting their investments.

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