Issue link: https://read.dmtmag.com/i/575161
6 Powersports Business Close-Up ® 4 01(k) S O LU T I O N S KICK YOUR PLAN INTO HIGH GEAR BY CHOOSING FISHER INVESTMENTS " " "One of the primary goals of the Retirement Counselor is to help participants get on track for a comfortable retirement and keep them there." -Nathan Fisher E mployers want a 401(k) plan that is easy to administer, competitively priced and meets their retirement savings and tax planning needs. When you work with Fisher Investments, you get an uncompromising commitment to excellent service, along with knowledgeable staff who are available to help you every step of the way. Below are the highlights of how Fisher Investments is different from other 401(k) service providers. SERVICE TEAM DEDICATED TO PROVIDING ADMINISTRATIVE SUPPORT Fisher Investments' exceptional service model gives employers a responsive and proactive single point of contact — your own Retirement Counselor. Their sole focus is to help you make the job of managing your company's retirement plan easier. They are so committed to providing outstanding service that they are willing to guarantee your service expectations in writing. If Fisher Investments doesn't meet the minimum service levels outlined in a customizable service level guarantee, they will promptly correct it or apply a credit to a future quarterly fee. COMMITMENT TO INCREASING EMPLOYEE PARTICIPATION The Retirement Counselors are known for their clear, engaging and fun presentations. They typically work with groups of 10-15 employees at a time in their on-site meetings. They also meet with each individual employee to discuss retirement savings 1 on 1. This high-touch service model is unique in the industry. Companies that choose Fisher Investments can expect this degree of service and education to improve employee engagement and plan participation levels — it is not uncommon for employers to see participation rates of over 75% after Fisher Investments completes the enrollment meetings. According to the U.S. Bureau of Labor Statistics 2015 report, the average 401(k) plan participation rate is 49%. FIDUCIARY RISK MANAGEMENT SOLUTION Fisher Investments works with you to reduce your fiduciary investment-related risk. They serve as an "Investment Manager" under Section 3(38) of ERISA, which allows you to delegate your responsibility to designate a menu of investments for your employees. " " "e dealer really doesn't want the employee coming into their office and saying 'Why did you pick that emerg- ing market stock fund as an option for our plan?' at exposes them to lia- bility they don't want. We take on that legal liability for them." -Nathan Fisher Fisher Investments Retirement Counselor Alex Queen delivers an engaging and dynamic presentation.