Nathan Fisher, founder of Fisher Investments 401(k) Solutions, clues us in
This video titled “2018 Fi360 Conference – Nathan Fisher, Fisher Investments” features a short interview with Nathan Fisher at the Fi360 Conference in San Diego. The discussion centers on proactive strategies for improving 401(k) participant engagement. Fisher explains that one effective approach is making outbound phone calls to participants before and after on-site enrollment sessions. This tactic helps reach those who might not enroll during on-site events due to timing or personal circumstances. By targeting employees who are eligible but not participating, or those not saving enough, they aim to boost participation and improve outcomes. While specific numbers weren’t provided, Fisher mentions that this method has led to significant improvements in participation rates.
You can watch the full video here.
With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
