401(k) Solutions Retirement Counselor
Welcome to 401(k) Solutions! Our mission is to bring superior retirement plan services to small and mid-sized businesses in the U.S., while helping their employees plan for retirement. When you join 401(k) Solutions as a Retirement Counselor, you have the opportunity to help our clients, grow a rewarding career, and make an impact.
Discover why this could be the right opportunity for you!
- Be part of a growing organization that is dedicated to helping clients reach their goals.
- Join our mission to help small business owners and their employees retire with confidence.
- Turn your skills into a vibrant Fisher career with support, ongoing training, and development.
- Choose to work at one of our thriving Fisher offices: Camas, WA, Plano, TX, or Tampa, FL.
Join us as a Retirement Counselor
At Fisher Investments 401(k) Solutions, we have a unique service model designed specifically for small to mid-size businesses. This features a dedicated resource: the Retirement Counselor. These experienced retirement planning professionals support plan sponsors in many ways: answering day-to-day administrative or operational questions, assisting with the needed disclosures and notices for participants, providing enrollment and education for newly eligible participants, and helping with navigation of fiduciary responsibilities.
Dedicated Relationship Managers
Our Retirement Counselors serve as dedicated relationship managers for our clients. They are the primary point of contact for the plan sponsors and help both sponsors and participants to get the most out of their retirement plan. They consult and lead the new client onboarding process and go on site to support new client enrollment, annual plan reviews, and continuing participant education.
Provide Custom Retirement Plan Solutions
401(k) Solutions’ Employer Services can improve plan performance, reduce business and personal risk, and lower an employer’s administrative responsibilities. Our Retirement Counselors take the time to get to know a business’s needs to create a custom retirement plan solution for that company. Our unique business model is designed to free up employers to run their business while giving them and their employees the support they need, including the following:
- Administrative Support: Dedicated Retirement Counselors assist with plan design options and help with details like payroll and deadlines.
- Fiduciary Responsibility: As a 3(38) Investment Manager, Fisher takes fiduciary responsibility to select, monitor, and update a plan’s fund lineup.
- Single Point of Contact: The Retirement Counselor serves as a single point of contact for an employer’s retirement plan, coordinating with all 401(k) partners.
Come work for a Registered Investment Adviser who puts the client first and operates as a full 3(38) fiduciary specialist in the retirement plan space!
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