Proactive Plan Enrollment

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Proactive Enrollment

Fisher Investments® 401(k) Solutions

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Hi, I'm Itati Tapia and I work in Retirement Services.

At Fisher Investments we are passionate about helping American workers get on track to retire comfortably. That's why we deliver a unique high-touch participant service model to help our clients achieve their retirement goals.

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One example of this is our proactive outreach for enrollments. When we get started with a new plan, our dedicated service team proactively reaches out to all eligible employees and offers to meet with them to make sure each one understands how to use their retirement plan. We do the same for all newly eligible employees over the course of the year.

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The goal of these calls is to personally walk employees through the enrollment process, address any questions they have about the plan, retirement savings, or investments, and help them make positive financial decisions.

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The goal of these calls is to:

• Walk employees through the enrollment process.
• Address any questions they have about the plan, retirement savings, or investments.
• Help employees make positive financial decisions.

This proactive outreach can have a tremendous impact on participant outcomes.

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In fact, plans who hire Fisher see on average a: 46% higher participation rates, and an 80% higher savings rates.

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Plans who hire Fisher see on average:

• 46% higher participation rates¹
• 80% higher savings rate²

1. Average increase in employee participation rates as of 01/01/22
2. Average increase in employee contribution rates as of 01/01/22

This is just one way our high-touch participant service model enables better participant outcomes

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

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Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants.

© 2022 Fisher Investments

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