Plan Sponsor contracts with Fisher Investments to provide the PRO solution as the plan’s QDIA.
PRO coordinates with the Recordkeeper to assess the retirement readiness for participants defaulted into the service and selects an investment allocation tailored to their circumstance.
The PRO solution is made available to plan participants via a web portal where participants can provide additional information and receive feedback on their retirement readiness.
Portfolios are invested in two Fisher-managed funds: Global Equity and U.S. Fixed Income.
A transparent, all-inclusive asset-based fee is charged based on the plan assets invested in the PRO solution.