At every stage of your life, we've got you covered.
We know how important it is to have quality, affordable health and group benefits. That’s why we offer more than just a plan, we offer a package. Whether it's healthcare, income protection, retirement savings, family support resources, or other benefits, we've got you covered!
Your Physical Wellness Benefits at a Glance
We cover 100% of your family's medical, dental and vision premiums so you can focus on what matters most—your health and peace of mind. This reward sets us apart from many other companies, as the average employee in our industry is paying at least 23% of their premium share.
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Medical
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Dental
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Vision
Financial Wellness
We understand your wellness is more than just your physical health. Fisher Investments is here to support your financial well-being through generous retirement contributions, health savings account (HSA) contributions, life and disability insurance, financial education and more!
401(k) Plan
Let us help you save for a comfortable retirement! Fisher Investments matches 50% of employee contributions up to the annual IRS pre-tax/Roth limit! Our 401(k) Plan offers a variety of savings and investment options to meet your retirement goals with features such as pre-tax and Roth contributions, additional after-tax contributions, low-cost fund options, investment flexibility and employer-paid account fees.
Health Savings Account (HSA)
A Health Savings Account (HSA) is considered a triple tax benefit that complements a high deductible healthcare plan. Contributions are made pre-tax, assets grow tax-free and funds can be spent tax-free on qualified medical expenses.
Life, AD&D and Disability
Protect your income. In the event of an illness or disability, you should be able to focus on your recovery instead of worrying about your finances. You can purchase a variety of voluntary plans at group rates to provide replacement income in the event of a disability, accident or death.
529 College Savings Plan
Start planning for your child's college education. To help you save for your child’s education, you are welcome to open a 529 College Savings Plan through Schwab. These funds can be used for qualified undergraduate or graduate expenses (such as tuition, fees and books) at any eligible, accredited college or university in the U.S.
Charles Schwab Resources
Take control of your financial well-being with Charles Schwab’s budgeting, debt management, retirement, home buying resources and more on their Learning Center.