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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
 * 401(k) Plan Options
   * Plan Options Overview
   * Employer Match
   * Auto Enrollment
   * Safe Harbor Plan
   * Profit Sharing Plan
   * Cash Balance Plan
   * Roth 401(k)
 * Start a 401(k)
 * Resources
   * Resource Library
   * CPA Resources
   * Administrator Toolkit
   * Investment Performance
   * 401(k) Industry Comparison
   * Tax Savings Strategies
   * Calculating 401(k) Plan Costs
 * Blog
 * TEL: 844-238-1161 Contact us




MAXIMIZE YOUR 401(K) INVESTMENTS

Twenty years of average or below average investment performance can cost you and
your employees hundreds of thousands of dollars at retirement. Is that a price
you are willing to pay?

Get your free investment report

--------------------------------------------------------------------------------


1% MORE CAN MEAN 15+ EXTRA YEARS OF SPENDING

Improving your investment performance by just 1% can make a huge difference in
your retirement savings.

 * 0
 * $200,000
 * $400,000
 * $600,000
 * $800,000
 * $1,000,000
 * $1,200,000

 * 25
 * 30
 * 35
 * 40
 * 45
 * 50
 * 55
 * 60
 * 65
 * 70
 * 75
 * 80
 * 85
 * 90

 * Retirement Savings

Extra Savings at Age 65: $227,000+ Retirement Savings with 1% Greater Returns
Extra Spending: 15+ years

 * Saving Phase
 * Retirement

Assumes starting salary of $40,000, which grows annually by 3% over 40 years
starting at age 25. Withdrawals begin at age 66 and are equal to 45% of the
projected salary at retirement. The lower return portfolio growth assumes 5.5%
annual return in the working years and 3.5% return in retirement, while the 1%
higher return portfolio growth assumes 6.5% and 4.5%, respectively.

--------------------------------------------------------------------------------

This tool requires Javascript to work. Please ensure that Javascript is enabled
in your browser.


HEADS UP!

This tool works best when using a desktop computer

 * Dismiss


RESET FORM?

This will completely remove all fund tickers and you will need to reenter them.

 * Yes, reset form


GET YOUR FREE INVESTMENT REPORT

Are your funds maximized for investment performance? Find out how your funds
stack up by using our tool to download your free personalized report.


WHERE TO LOCATE YOUR FUND TICKERS AND HOW TO INPUT THEM INTO THIS FORM

Locate your fund IDs

Fund IDs can be found on your statement.

The most common type of Fund ID is a mutual fund ticker which is five capital
letters ending in an X.

MEIX
How to enter your Fund IDs

Enter each Fund ID individually

– or –

Copy and paste a string of many Fund IDs, separated by commas, into the first
fund ticker input. The remaining fund ticker inputs will be automatically
separated and entered for you.

Start here by entering your fund tickers:
Fund Ticker

 * Continue
 * Reset form


ENTER YOUR CONTACT INFORMATION SO WE CAN CONNECT YOU WITH YOUR PERSONALIZED
REPORT.



A Fisher team member will work on your free benchmarking report and email it to
you within one business day.




 * Go back to fund tickers

Thank you for your submission.

This may take up to 30 seconds to complete. Please do not navigate away from
this page or work may be lost.

We've received your information.

A Fisher team member will work on your personalized report and email it to you
within one business day.

If you need additional support, feel free to contact us.

 * Go to Screen 1
 * Go to Screen 2
 * Go to Screen 3

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PREVIEW A SAMPLE REPORT

Take a look inside a sample report to see what's included. Learn how to
interpret your report to assess the quality of your plan's investment options.

Preview sample report



--------------------------------------------------------------------------------

FUND LINEUP CHECKLIST

When was the last time you reviewed the fund lineup in your company’s 401(k)
plan?  Use our checklist to identify opportunities to improve your fund lineup.

Download the checklist



--------------------------------------------------------------------------------

Must-See 3-Minute Video

HEAR HOW FISHER CAN HELP YOU MAXIMIZE YOUR COMPANY'S RETIREMENT PLAN

Watch this video to learn tips from a Fisher specialist about how to maximize
your company's retirement plan for performance.

Watch video



--------------------------------------------------------------------------------

INVESTMENT SUPPORT OPTIONS

Fisher is one of the few firms that make Self-Directed Brokerage accounts
available to small businesses. Whether your employees are seasoned investors or
enrolling in a retirement plan for the first time, we provide the support they
need to meet their goals.

Download the PDF



--------------------------------------------------------------------------------

SCHEDULE YOUR FREE CONSULTATION.

One of our 401(k) business specialists would love to talk to you about your
company’s retirement plan needs.

Schedule your consultation



--------------------------------------------------------------------------------


WHY WORK WITH FISHER

Fisher redefines what it means to be a partner in retirement by providing
superior guidance, unparalleled service and simple and easy program
administration.

Contact Us

 * 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.

 * 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.

 * SUPERIOR FINANCIAL GUIDANCE
   
   As one of America’s top financial advisors, we work with you to build the
   optimal program and provide ongoing one-on-one financial guidance to maximize
   wealth generation.

 * SMALL BUSINESS EXPERTISE
   
   We specialize in small business retirement plans. As a result, we act as your
   advocate and have the knowledge, resources and clout to champion your needs.

Use Our Checklist to Quickly Audit Your Fund Lineup.
Download the Checklist



DOWNLOAD THE CHECKLIST


USE OUR CHECKLIST TO QUICKLY AUDIT YOUR FUND LINEUP.


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*




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Continue


THANK YOU

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

 * Download




WATCH VIDEO

Show Video Transcript

Audio Visual

Upbeat music

Investment Analysis

Fisher Investments®

The volume of the music is reduced.

Male Voice: "Well when I think about how you know if your company retirement
plan is maximized for investment performance where I always start is the
question of what is your prudent process to drive the investments that are in
the retirement plan. How you monitor those and how you ultimately make changes.
That prudent process should be well documented, it should be time tested, and
really give you an opportunity to drive the best success."

A man dressed in a suit speaks to the camera. A flyout in the lower left corner
identifies him as Alex Queen, VP Retirement Services.

“From there I would ask who is ultimately in charge of making these decisions?
This can come in a lot of forms, this could be at a business committee or
someone in charge of making the investment decisions. There could be an outside
advisor supporting the decisions. There could be an outside advisor that
actually takes all of the legal liability in making those decisions.”

"So the key is having that prudent process, and having someone that is prudent
and well qualified to deliver and adhere to that investment process."

"It’s important to evaluate your advisor because as a sponsor of a retirement
plan it’s actually your fiduciary responsibility to always act in the best
interest of your plan’s participants and their beneficiaries. So if you have an
advisor that is not doing a good job that ultimately presents a risk to you, as
well as a risk to your plan participants when they are receiving suboptimal
investment advice and suboptimal investment performance. That can really damage
their prospects of a dignified retirement. Additionally there are a lot of
advisors out there across the country providing advisory servers but there are
actually very few that specialize in retirement plans. And we tend to find those
more generalist advisors that focus more on wealth management just don’t have
the acumen or the prudent process to deliver the best outcomes to retirement
plans."

"So at Fisher Investments we are retirement plan specialists. And if now is the
time to do that investment review we can help. We’re happy to put together an
independent investment review to help you really understand the investment
options in your retirement plan. And look for opportunities for improvement. Do
you have the right quality of funds in your investment options? The right
solutions? An appropriate level of fees risk and return characteristics and
provide you with some of our independent analysis and potential improvement
options."

The flyout disappears. The camera remains focused on the speaker, occasionally
zooming in or out.

The volume of the upbeat music increases.

White slides over the screen covering it.

Fisher Investment 401(k) Solutions logo fades on to the screen.

The music continues to play.

Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in
securities involves the risk of loss. Intended for use by employers and their
consultants, considering or sponsoring retirement.

The music fades out.

The screen fades to black.



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

844-238-1161
info401k@fi.com

FOLLOW US



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and consulting services, including participant education, to company-sponsored
401(k) plans. Investing in securities involves the risk of loss. Glossary |
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