FOR IMMEDIATE RELEASE
March 04, 2017
Nathan Fisher of Fisher Investments Brings Small Business Focus to Portland-area 401(k) Fiduciary Training Programs
Camas, Washington – Nathan Fisher, managing director of Fisher Investments 401(k) Solutions, will be speaking for The Plan Sponsor University (TPSU) for a number of national events during 2017 as part of a comprehensive training program for business owners, benefits specialists, and other employer fiduciaries. Fisher is an adjunct lecturer for TPSU, and his segments will focus on the RETIRE® system, which helps small business owners evaluate retirement plans that best fit the unique needs of their company.
“So many small and mid-size businesses don’t receive the level of care from their 401(k) service providers that many larger businesses receive and expect,” says Fisher. “I developed the RETIRE ® system in part to help set expectations for small business owners to make sure they’re getting the most from their service providers.”
The Plan Sponsor University hosts these programs nationally because of a lack of formal training for executives in charge of their organization’s 401(k) plan, according to their program materials. These programs are designed to help business owners, HR managers, and other management professionals via structured, standalone educational programs.
“There’s a lot for small business owners to know when it comes to retirement plans, and specifically the fiduciary responsibilities they carry,” Nathan Fisher says. “This is an opportunity to collaborate with other business owners and develop action items that they can take with them to help improve their own company-sponsored 401(k) plans.”
The Plan Sponsor University Portland, Oregon program is scheduled for Thursday, April 20, 2017 from 8 a.m. to 2 p.m. at Marylhurst University, located in Marylhurst, Oregon with the opportunity to attend a follow-up session at a later date. Attendees may receive human resource and accounting continuing education credits.
Managing Director, 401(k) Solutions
About Fisher Investments 401(k) Solutions – Fisher Investments 401(k) Solutions is dedicated to assisting small and mid-size businesses with their retirement plans while helping their employees reach their retirement goals. We seek to offer each business comprehensive plan services designed to help employees optimize their retirement savings while easing the company’s risk and administrative burden.