Start a Retirement Plan | Business 401(k) Services – Fisher Investments

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Our investment experience, leadership and culture help us provide world-class, client-focused service.
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We specialize in affordable and hassle-free retirement plans for small businesses.
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Learn how to take advantage of a $16,500 tax credit for businesses who start a 401(k).

This chart helps business owners compare the different retirement plan options, and determine which one is best suited for their unique business.
The most versatile type of retirement plan. A 401(k) allows both employers and employees to save the maximum amount for retirement, while offering the most flexible options.
Best for:
The most versatile plan for owner-only businesses. A solo(k) allows for maximum tax-deductible personal & company contributions, and the flexibility to take loans & make Roth contributions, with no annual contribution requirements.
Best for:
An IRA-based plan that allows employer contributions that must be proportional to the owner & employees (ie the same percentage of pay)
Best for:
An IRA-based plan that allows employees to  make a limited, pre-tax contribution, and requires an annual employer contribution.
Best for:
Must-See 2-Minute Video
Watch this short video from a Fisher small business specialist to learn the answers to the three most common questions business owners have when starting a retirement plan.
We know you have a business to run. That’s why our solutions focus on doing everything we can for you. When we can’t do it for you, we’ll be there every step of the way to do it with you.
We are proactive partners that aim to solve problems before they exist. We’ll work with you to build the best program possible and provide ongoing one-on-one financial guidance to help you and plan participants achieve a successful retirement.
Put simply, we aren’t a robot. So when you and your participants need help, you are assisted by a human, not a chat bot. We proactively schedule plan review meetings and are your single point-of-contact for all of your needs.
From 401(k)s and Solo(k)s to SEP and SIMPLE IRAs, we offer a wide variety of solutions that meet the unique needs of your business now and in the future.
One of our 401(k) business specialists would love to talk to you about your company’s retirement plan needs.
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1 (844) 238-1247
Call us at 844-238-1247
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Available for US customers only.
Fisher Investments 401(k) Solutions offers fiduciary and consulting services, including participant education to company-sponsored 401(k) plans. Investing in securities involves the risk of loss.
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