Issue link: https://read.dmtmag.com/i/575161
7 Powersports Business Close-Up ® 4 01(k) S O LU T I O N S Service Level Guarantee Fisher Investments offers the following in a written guarantee: Smooth plan conversion Dedicated retirement counselor On-site visits at multiple locations Transparent fees Reduced administrative burden Focus on participant solutions INNOVATIVE INVESTMENT SOLUTION FOR YOUR EMPLOYEES Fisher Investments believes that for a 401(k) plan to work well, it needs to meet the needs of different types of employees whose knowledge, experience and goals may differ drastically. Their unique, four-tier investment platform (see graphic below) provides flexibility to match the engagement levels and investing preferences of a diverse employee demographic. STRAIGHTFORWARD FEES Fisher Investments offers a simple, fair and transparent fee structure that aligns their goals with yours. Their fee is based solely on the amount of assets managed in your plan. Fisher Investments does not benefit when an employee invests in one designated investment over another, so their interests are aligned with yours and your employees'. FISHER INVESTMENTS' EXPERIENCE & STABILITY Fisher Investments has a 35-year history of investment management. The Fisher Investments Institutional Group works with more than 100 large institutions, including the retirement plans of large and well recognized institutions. Their Private Client Group, founded in 1995, manages assets for over 26,000 high-net-worth investors. Fisher Investments is a privately held firm, entirely employee and family owned, and manages over $65 billion in assets under management as of 6/30/2015. For employees who want to keep it simple, a model portfolio will be selected based on their age For employees seeking guidance, they may use a Fisher goals-based tool with their Retirement Counselor to help determine an appropriate model portfolio For employees who want to select their own mix of funds, but would like some education For employees who are sophisticated investors and want to direct their own investments in a brokerage account FISHER INVESTMENTS 401(K) SOLUTIONS EMPLOYEE INVESTMENT SUPPORT OPTIONS