Personalized Retirement Outcomes

You're more than just your age

With the rise of Defined Contribution, the burden to ensure retirement readiness in America now rests on the shoulders of the American workers and their plan sponsors. Despite each participant having unique circumstances to consider, for too many years participants and plan sponsors have had to rely on impersonal investment options like Target Date Funds, that ignore everything about a participant except for projected retirement year.

At Fisher Investments, we’re here to change that. Our Personalized Retirement Outcomes (PRO) solution delivers each participant a personalized portfolio based on his/her own financial circumstances and retirement readiness. This new innovative solution leverages technology and a participant-centric approach to revolutionize the way Americans invest for retirement. By structuring Personalized Retirement Outcomes to provide value and comfort to plan participants and plan sponsors alike, we aim to help more Americans retire with dignity and benefit the plan sponsors that support them.

Personalized Retirement Outcomes (PRO) is a QDIA-eligible service that defined contribution plan sponsors can add to their plan. Our service delivers an investment portfolio to both defaulted and elected participants that is tailored to each participant’s individual circumstances. PRO provides the personalized portfolios along with 3(38) fiduciary coverage to the plan and an easy to use, optional online portal for participants, all for a price comparable to most Target Date Funds.

PRO provides plan sponsors and participants with:

  • Personalized Portfolios Tailored on an Individual Level

  • 3(38) Fiduciary Coverage

  • Competitive and Transparent Pricing

  • An Educational Portal that Puts Retirement Goals within Reach

No two employees are the same so why should their retirement investments be?

Personalized for participants. Efficient for employers.

The Personalized Retirement Outcomes Solution is a new QDIA option for retirement plans. This solution is designed as a better alternative to Target Date Funds. Participants can now be defaulted into an asset allocation that is better tailored to their personal situations based on more data points than solely their age. If you’d like to find out more about how you can help better prepare your employees for retirement please reach out to us.

Call us at 888-803-1621 and speak to a PRO representative today