Benefits Summary

  1. Personalization to drive better outcomes and a more prepared workforce
  2. Fiduciary support that you deserve as an ERISA 3(38) over the assets invested in the solution
  3. A more efficient investment approach
  4. Competitive, transparent assets based fee

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.

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