Fisher Investments tailors client service to meet the needs of the plan sponsor – keeping the investment committee apprised of what is happening in their participants’ portfolios and sharing our firm’s resources to help you achieve your investment goals.
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.