Choose Your Plan Type
Fisher 401(k) Solutions supports a wide range of retirement plan types for
businesses, governments and non-profits.
Non-Profit
Fisher supports 403(b) 9 plan types for non-profits as well as add-on plans like Non-Qualified Defined Contributions (NQDCs), HSAs and more
Small Business
Fisher supports 401(k) plans for small businesses (<$20MM plan assets), as well as add-on plans like Cash Balance, NQDC, ESOPs, and more
Corporations
Fisher supports 401(k) plans for larger businesses (<$20MM plan assets), as well as add-on plans like NQDC, ESOPs, Defined Benefit plans, and more
Government
Fisher supports 457(b) and 401(a) plans for government entities, as well as add-on plans like 457(f), NQDC, HSAs, and more
Choose Plan Services
Fisher provides services that other providers can't or won't provide.
| <10 Employees | 10-100 employees | >100 employees | ||
|---|---|---|---|---|
| Optional auto-enrollment | Yes | Yes | Yes | |
| Options for Roth, Safe Harbor, employer match, vesting, eligibility, and loans | Yes | Yes | Yes | |
| Supports add-on plan (eg. Cash Balance, ESOP, NQDC) | No | Yes | Yes | |
| Supports after-tax contributions | No | Yes | No | |
| Fisher Investments acts as 3(38) Investment Manager | Yes | Yes | Yes | |
| Fund line up can include Fisher-managed CIT funds and actively managed funds | No | Yes | Yes | |
| Self-Directed Brokerage Account Option | No | Yes | Yes | |
| Ongoing plan management support, including help with payroll, compliance testing, benchmarking, and audit file | Yes | Yes | Yes | |
| Service guarantee that includes a fee waiver | Yes | Yes | Yes | |
| Single point of contact for all plan servicing needs | No | Yes | Yes | |
| Fiduciary education for plan committee | No | No | Yes | |
| Proactive analysis of supplemental plan types | No | No | Yes | |
| Proactive recordkeeper RFP | No | No | Yes | |
| One-on-one meetings available for all employees | Yes | Yes | Yes | |
| Spanish (and other language) support available | Yes | Yes | Yes | |
| Proactive outreach to newly eligible employees | No | Yes | Yes | |
| Onsite servicing available | No | Yes | Yes | |
| Dedicated retirement counselor | No | Yes | Yes | |
| 3(21) Participant Advice option | No | No | Yes | |
| Get Pricing | Get Pricing | Get Pricing |
Learn More
Additional Retirement Resources
Retirement Plans
We specialize in tailoring retirement plan solutions that help your employees succeed.
Employer Service
Fisher 401(k) Solutions redefines what it means to be a partner in retirement by offering a range of services that other providers can't or won't provide.
Investment Solutions
As one of America's top advisers, Fisher offers a wide variety of investment solutions to meet the needs of plan participants.
Contact Us
One of our 401(k) business specialists would love to talk to you about your companyβs retirement plan needs.
Call Us
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