401(k) Plan Annual Health Check
Give Your Firm’s 401(k) A Check-Up In Just One Minute!
Get your 401(k) Scorecard Sample today.

It’s important to conduct an annual health check on your plan to help identify and prioritize any issues you may need to address. There’s a tool that makes this easy—the 401(k) Scorecard.

Download a sample report that analyzes 6 key areas of a retirement plan and shows how the plan measures up to other law firms’ benchmarks.

Requesting a sample report only takes 1-minute and includes:

  • Overall 401(k) Plan Score

  • Plan Quality Comparison vs. Similar Firms

  • Plan Feature and Characteristic Analysis

  • Tips to Optimize the Plan

Want deeper insights? Learn how to get a custom version tailored to your firm.

Investing in securities involves the risk of loss. Intended for use by employers considering or sponsoring retirement plans; not for personal use by plan participants. Fisher Retirement Solutions®, Fisher\SMBTM, FisherSMBTM, and all related logos and designs are trademarks of Fisher Retirement Solutions, LLC, which is not connected to Fisher Investments. ©2025 Fisher Retirement Solutions  

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