How to Enroll in Benefits
If you have recently joined Fisher Investments and need to enroll in benefits for the first time, log on to your Workday account.
Note: The Workday site is only accessible from the office.
From the main page of the Workday site, select Inbox and then Open to launch Benefit Change – Hire. Then follow the new hire enrollment instructions (PDF) to make your benefit choices, enroll dependents (if applicable) and choose beneficiaries (if you’re enrolling in life insurance). Do you have questions about your enrollment? View our FAQ (PDF) to find your answers!
Outside of your initial enrollment period, the other time you can make changes to your benefit elections is during Open Enrollment, or within 31 days of a life changing event. If you’ve recently gotten married, had a baby, or experienced another life change, you may be able to update your benefit coverage mid-year. However, you must meet certain requirements. To make a mid-year change, submit your change in Workday.
Who's Eligible to Enroll?
Regular full-time and regular part-time employees, as designated by the company, working a minimum of 30 hours per week are eligible to participate in the core and voluntary benefit programs.
For medical, dental, and vision benefits, employees are eligible for coverage 30 days after the date they are hired. For life insurance, accidental death and dismemberment (AD&D) insurance, and short-term and long-term disability benefits, employees are eligible for coverage the first of the month following their eligibility date.
You may also enroll family members for benefits if they are: your legal spouse*, your registered domestic partner (by state law), or dependent children up to the age of 26 (regardless of student or marital status).
*A copy of your marriage certificate or state domestic partner registry certificate is required.
Before You Choose, Compare
Review this website to learn about all of your benefit options. For medical coverage, you have a choice of three United Healthcare plans. Depending on your location, you may also have a choice of HMO plans.
- Compare the United Healthcare plans.
- Compare the Kaiser Permanente plans in California.
- Compare the Kaiser Permanente plans in Washington and Oregon.
To view or print a comparison of all your medical options side by side, see the California Medical Comparison Chart (PDF) or the Non-California Medical Comparison Chart (PDF).