Maximize Your 401(k) Investments

Twenty years of average or below average investment performance can cost you and your employees hundreds of thousands of dollars at retirement. Is that a price you are willing to pay?

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1% More Can Mean 15+ Extra Years of Spending

Improving your investment performance by just 1% can make a huge difference in your retirement savings.

Assumes starting salary of $40,000, which grows annually by 3% over 40 years starting at age 25. Withdrawals begin at age 66 and are equal to 45% of the projected salary at retirement. The lower return portfolio growth assumes 5.5% annual return in the working years and 3.5% return in retirement, while the 1% higher return portfolio growth assumes 6.5% and 4.5%, respectively.

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This will completely remove all fund tickers and you will need to reenter them.

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Are your funds maximized for investment performance? Find out how your funds stack up by using our tool to download your free personalized report.

Where to locate your fund tickers and how to input them into this form

Locate your fund IDs

Fund IDs can be found on your statement.

The most common type of Fund ID is a mutual fund ticker which is five capital letters ending in an X.

How to enter your Fund IDs

Enter each Fund ID individually

– or –

Copy and paste a string of many Fund IDs, separated by commas, into the first fund ticker input. The remaining fund ticker inputs will be automatically separated and entered for you.

Start here by entering your fund tickers:

Preview a sample report

Take a look inside a sample report to see what's included. Learn how to interpret your report to assess the quality of your plan's investment options.

Fund Lineup Checklist

When was the last time you reviewed the fund lineup in your company’s 401(k) plan?  Use our checklist to identify opportunities to improve your fund lineup.

Must-See 3-Minute Video

Hear How Fisher Can Help You Maximize Your Company's Retirement Plan

Watch this video to learn tips from a Fisher specialist about how to maximize your company's retirement plan for performance.

Investment Support Options

Fisher is one of the few firms that make Self-Directed Brokerage accounts available to small businesses. Whether your employees are seasoned investors or enrolling in a retirement plan for the first time, we provide the support they need to meet their goals.

Schedule your free consultation.

One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.

Why Work with Fisher

Fisher redefines what it means to be a partner in retirement by providing superior guidance, unparalleled service and simple and easy program administration.

  • Your Interests First

    Incentive structures that are aligned with your success. No revenue sharing, no kick-backs or commissions. When you do better, we do better.

  • DIFY (Do It For You) Approach

    Our servicing solutions focus on doing everything we can for you. From acting as a single point of contact for your plan to selecting your investments, we provide services that many other advisers can’t or won’t provide.

  • Superior Financial Guidance

    As one of America’s top financial advisors, we work with you to build the optimal program and provide ongoing one-on-one financial guidance to maximize wealth generation.

  • Small Business Expertise

    We specialize in small business retirement plans. As a result, we act as your advocate and have the knowledge, resources and clout to champion your needs.

Use Our Checklist to Quickly Audit Your Fund Lineup.