Business 401(k) Services / Retirement Plan Options

Switching Recordkeepers? Get the Help You Need From Fisher 401(k) Solutions

With Fisher Investments 401(k) — 01/01/2023 | 0:47 minutes

Changing 401(k) record keepers can feel daunting. But it doesn’t have to be this way. Learn how Fisher 401(k) Solutions can support your business during the transition process.

Transcript

Female Voice: “Changing 401(k) record keepers can be a daunting task that often takes months of time and energy to oversee but it doesn’t have to be this way. At Fisher, we specialize in facilitating seamless record keeper transitions that are painless for the plan sponsor. We do this by providing a dedicated retirement plan counselor and onboarding coordinator. They will oversee every step of the plan transition and act as a liaison between your prior record keeper and new record keeper. This streamlined process saves you time and eases your burden allowing you to focus on what matters most, your business.