Envelope-to: andrew@sterlingcal.com
Delivery-date: Fri, 10 Jan 2025 10:03:20 -0600
Date: Fri, 10 Jan 2025 10:03:09 -0600 (CST)
From: Nathan Fisher <info401k@fisher401k.com>
Reply-To: info401k@fi.com
To: andrew@sterlingcal.com
Message-ID: <1439526211.873668356.1736524989411@sjmktmail-batch1m.marketo.org>
Subject: Checklist: Review your 401(k) this New Year
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401(k) Checklist <https://401k.solutions.fisherinvestments.com/OTM3LVhNVS01=
MzcAAAGX7-0z2gn0xKyr3aHCg8lFtlgdo_uqkErBREKZC6K8Gon-RrXs1Om4VxfqgRQlNUJWI0f=
ihhs=3D>
401(k) Plan Checklist
It=E2=80=99s time=20

for a review!
=C2=A0   Download  =C2=A0   <https://401k.resources.fisherinvestments.com/4=
01k-Plan-Checklist?utm_source=3Dmarketo-lp&utm_medium=3Demail&utm_campaign=
=3Dsc-q12025&utm_term=3Dcore1&utm_content=3Dchkl-cta>
If you haven=E2=80=99t reviewed your company=E2=80=99s 401(k) plan in a whi=
le, you may be missing out on tax-saving features, higher quality investmen=
ts, or strategies to limit risk. Our 401(k) Plan Checklist can help you imp=
rove your plan.=20

=20

=20
Download the 401(k) Plan Checklist to learn how to maximize:
=E2=80=A2 Employee participation and savings rates               =E2=80=A2 =
Plan compliance and management of fiduciary risk               =E2=80=A2 Co=
st controls for your company and employees
The new year is a great time to update your retirement plan.
=C2=A0  Download Checklist  =C2=A0   <https://401k.solutions.fisherinvestme=
nts.com/OTM3LVhNVS01MzcAAAGX7-0z2sRuUcKOKR8HntiPicfSwRgdNyrOEJLItYC7flTTnQP=
6x9_Q6Gu8uVP4L4O3jKntq7o=3D>
Find more retirement plan resources to improve your company=E2=80=99s plan.=
 <https://401k.solutions.fisherinvestments.com/OTM3LVhNVS01MzcAAAGX7-0z2ttn=
8WeIkE-z7_dYSh_q3qrbkS4qMzDDTs6mgqvAmwj3LxoPIKXXs4bjl69A23NKizs=3D>

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401(k) Plan Checklist
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It=E2=80=99s time=20
<br />for a review!
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                                      <i style=3D"letter-spacing: 1px; mso-=
font-width: -100%;">&nbsp;</i>
                                    <![endif]--> </a></td>=20
</tr>=20
</tbody>=20
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</tr>=20
</tbody>=20
</table> </td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 300px;" width=3D"300"=
 class=3D"gutter">=20
<div style=3D"width: 300px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"300" height=3D"1" border=3D"0" style=
=3D"width: 300px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table>=20
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                </v:textbox>
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                </center>
              <![endif]--> </td>=20
</tr>
<tr class=3D"mktoModule email-spacer email-spacer-lg" id=3D"email-spacer-lg=
">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; height: 36px;" height=3D"36"=
>=20
<div style=3D"height: 36px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"36" border=3D"0" style=
=3D"width: 1px; height: 36px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule" id=3D"email-text-block">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
<td width=3D"540" style=3D"width: 540px; font-size: 14px; font-family: verd=
ana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-se=
rif; line-height: 22px; color: #333333; letter-spacing: -0.013em;">=20
<div style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode',=
 'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 22px; col=
or: #333333; letter-spacing: -0.013em;" class=3D"mktoText rich-text-area co=
ntent-section" id=3D"emailTextBlock">
If you haven=E2=80=99t reviewed your company=E2=80=99s 401(k) plan in a whi=
le, you may be missing out on tax-saving features, higher quality investmen=
ts, or strategies to limit risk. Our 401(k) Plan Checklist can help you imp=
rove your plan.=20
<br />=20
<br />=20
<strong>Download the 401(k) Plan Checklist to learn how to maximize:</stron=
g>
</div> </td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule email-spacer email-spacer-md" id=3D"email-spacer-md=
">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; height: 24px;" height=3D"24"=
>=20
<div style=3D"height: 24px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"24" border=3D"0" style=
=3D"width: 1px; height: 24px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule" id=3D"email-content-feature_style-a_with-cta47bae9=
43-83aa-4de0-aa77-725d632567af">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
<td width=3D"540" style=3D"width: 540px; font-size: 14px; font-family: verd=
ana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-se=
rif; line-height: 20px; color: #333333; letter-spacing: -0.013em;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 540px;" wi=
dth=3D"540" class=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 226px; vertical-align=
: middle;" width=3D"226" valign=3D"middle" class=3D"emailContentFeature_med=
ia-container emailContentFeature_StyleA_Media-container">=20
<div style=3D"width: 226px;" class=3D"mktoImg" id=3D"emailContentFeature_St=
yleA_Media_with-ctad8deac4c-83a5-4039-a3c3-8b2c319e219e" mktolockimgsize=3D=
"true" mktolockimgstyle=3D"true">
<a style=3D"text-decoration: none; display: block; font-size: 15px; color: =
#FFFFFF; line-height: 20px;" href=3D
"https://401k.solutions.fisherinvestments.com/OTM3LVhNVS01MzcAAAGX7-0z2vmCh=
RA6VmdfTgnmnMhFeZbGW-bMJi0yudN-_DtILX5UPSHOvOzE14zja1GvFCX8Z4A=3D" target=
=3D"_blank"
> <img class=3D"allow-dynamic-resize emailContentFeature_media emailContent=
Feature_StyleA_Media allow-dynamic-resize emailContentFeature_media emailCo=
ntentFeature_StyleA_Media allow-dynamic-resize emailContentFeature_media em=
ailContentFeature_StyleA_Media allow-dynamic-resize emailContentFeature_med=
ia emailContentFeature_StyleA_Media allow-dynamic-resize emailContentFeatur=
e_media emailContentFeature_StyleA_Media allow-dynamic-resize emailContentF=
eature_media emailContentFeature_StyleA_Media" src=3D"https://401k.resource=
s.fisherinvestments.com/rs/937-XMU-537/images/401(k)_Checklist_SNEAK.png" w=
idth=3D"226" height=3D"226" border=3D"0" style=3D"width: 226px; height: 226=
px; display: block;" /> </a>
</div> </td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; width: 284px; vertical-align: middle;=
" width=3D"284" valign=3D"middle">=20
<div class=3D"mktoText rich-text-area" id=3D"emailContentFeature_StyleA_Con=
tent_with-ctaf28336fc-1013-4904-8244-8bccbeed7445" style=3D"font-size: 14px=
; font-family: verdana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans'=
, 'Roboto', sans-serif; line-height: 20px; color: #333333; letter-spacing: =
-0.013em;">
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace: 0; mso-table-rspace: 0; margin: 0 auto; padding: 0; width: 284px;" =
width=3D"284" class=3D"faux-bullet-list">=20
<tbody>=20
<tr>=20
<td colspan=3D"3" style=3D"font-size: 1px; line-height: 0px; height: 14px;"=
 height=3D"14">=20
<div style=3D"height: 14px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"14" border=3D"0" style=
=3D"width: 1px; height: 14px; display: block;" />=20
</div> </td>=20
</tr>=20
<tr>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top; width: 26px;" valign=3D"top" width=3D"26">=E2=80=A2</td>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top;" valign=3D"top">Employee participation and savings rates</td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
<tr>=20
<td colspan=3D"3" style=3D"font-size: 1px; line-height: 0px; height: 8px;" =
height=3D"8">=20
<div style=3D"height: 8px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"8" border=3D"0" style=
=3D"width: 1px; height: 8px; display: block;" />=20
</div> </td>=20
</tr>=20
<tr>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top; width: 26px;" valign=3D"top" width=3D"26">=E2=80=A2</td>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top;" valign=3D"top">Plan compliance and management of fiduciary risk</td=
>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
<tr>=20
<td colspan=3D"3" style=3D"font-size: 1px; line-height: 0px; height: 8px;" =
height=3D"8">=20
<div style=3D"height: 8px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"8" border=3D"0" style=
=3D"width: 1px; height: 8px; display: block;" />=20
</div> </td>=20
</tr>=20
<tr>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top; width: 26px;" valign=3D"top" width=3D"26">=E2=80=A2</td>=20
<td style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode', =
'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 20px; colo=
r: #333333; letter-spacing: -0.013em; list-style-type: none; vertical-align=
: top;" valign=3D"top">Cost controls for your company and employees</td>=20
</tr>=20
<tr>=20
<td colspan=3D"3" style=3D"font-size: 1px; line-height: 0px; height: 22px;"=
 height=3D"22">=20
<div style=3D"height: 22px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" style=3D"width: 1px; height: 22px; display: b=
lock;" width=3D"1" height=3D"22" border=3D"0" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table>=20
<div style=3D"font-family: verdana, 'Lucida Sans Unicode', 'Lucida Grande',=
 'Noto Sans', 'Roboto', sans-serif; font-size: 15px; color: #044336; line-h=
eight: 14px; letter-spacing: -0.03em;">=20
<br />=20
</div>
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule email-spacer email-spacer-sm" id=3D"email-spacer-sm=
48cb3b3f-f865-417a-b651-39c0ca20c545">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; height: 12px;" height=3D"12"=
>=20
<div style=3D"height: 12px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"24" border=3D"0" style=
=3D"width: 1px; height: 12px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule" id=3D"email-text-block7ce1a819-0af0-4789-b64b-cc5a=
e6aa5a2d">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
<td width=3D"540" style=3D"width: 540px; font-size: 14px; font-family: verd=
ana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-se=
rif; line-height: 22px; color: #333333; letter-spacing: -0.013em;">=20
<div style=3D"font-size: 14px; font-family: verdana, 'Lucida Sans Unicode',=
 'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line-height: 22px; col=
or: #333333; letter-spacing: -0.013em;" class=3D"mktoText rich-text-area co=
ntent-section" id=3D"emailTextBlock24b5081f-f0b8-46ad-9c6f-f1453a7a361c">
The new year is a great time to update your retirement plan.
</div> </td>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule email-spacer email-spacer-md" id=3D"email-spacer-md=
8b8e8692-0aaa-4ee8-9e83-20a9e6dff6bc">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"layout-collapse">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; height: 24px;" height=3D"24"=
>=20
<div style=3D"height: 24px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"1" height=3D"24" border=3D"0" style=
=3D"width: 1px; height: 24px; display: block;" />=20
</div> </td>=20
</tr>=20
</tbody>=20
</table> </td>=20
</tr>
<tr class=3D"mktoModule" id=3D"email-button">=20
<td style=3D"border-left: 1px solid #E4E4E4; border-right: 1px solid #E4E4E=
4;">=20
<table border=3D"0" cellpadding=3D"0" cellspacing=3D"0" style=3D"mso-table-=
lspace:0; mso-table-rspace:0; margin: 0 auto; padding: 0; width: 600px;" cl=
ass=3D"cta-button">=20
<tbody>=20
<tr>=20
<td style=3D"font-size: 1px; line-height: 0px; width: 30px;" width=3D"30">=
=20
<div style=3D"width: 30px;">=20
<img alt=3D"" src=3D"https://401k.resources.fisherinvestments.com/rs/937-XM=
U-537/images/transparent.gif" width=3D"30" height=3D"1" border=3D"0" style=
=3D"width: 30px; height: 0px; display: block;" />=20
</div> </td>=20
<td width=3D"540" style=3D"width: 540px; font-size: 17px; font-family: verd=
ana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-se=
rif; line-height: 18px; color: #333333; letter-spacing: -0.01em;">=20
<center>=20
<div class=3D"rich-text-area mktoText" id=3D"emailCTAButton">
<table border=3D"0" cellspacing=3D"0" cellpadding=3D"0" align=3D"center" cl=
ass=3D"cta-button">=20
<tbody>=20
<tr>=20
<td style=3D"background-color: #01b187;"><a href=3D
"https://401k.solutions.fisherinvestments.com/OTM3LVhNVS01MzcAAAGX7-0z2tSbZ=
EdXaZBDO0NGMftJSn39wWl7Qo8HSvEf4BORMUrFiuHmzQ67K1dugpGkPeTiObU=3D" target=
=3D"_blank" style=3D"border: 1px solid #01B187; background-color: #01b187; =
color: #ffffff; display: block; font-size: 17px; font-family: verdana, 'Luc=
ida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-serif; line=
-height: 18px; font-weight: bold; letter-spacing: -0.01em; text-decoration:=
 none; text-align: center; white-space: nowrap;"
>=20
<!--[if mso]>
                                  <i style=3D"letter-spacing: 1px; mso-font=
-width: -100%;">&nbsp;</i>
                                <![endif]--> <span style=3D"border: 1px sol=
id #01B187; background-color: #01b187; color: #ffffff; display: block; font=
-size: 17px; font-family: verdana, 'Lucida Sans Unicode', 'Lucida Grande', =
'Noto Sans', 'Roboto', sans-serif; line-height: 18px; font-weight: bold; le=
tter-spacing: -0.01em; text-decoration: none; text-align: center; padding: =
16px; white-space: nowrap;">Download Checklist</span>=20
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<td style=3D"width: 540px; text-align: left; font-size: 12px; font-family: =
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ana, 'Lucida Sans Unicode', 'Lucida Grande', 'Noto Sans', 'Roboto', sans-se=
rif; line-height: 16px; color: =20
#666666; letter-spacing: -0.005em;">As of July 1, 2024, advisory services a=
re provided by Fisher Retirement Solutions, which is not connected to Fishe=
r Investments. Fisher Retirement Solutions=E2=84=A2 and all related logos a=
nd designs are trademarks of Fisher Retirement Solutions, LLC. Investing in=
 securities involves the risk of loss. Intended for use by employers consid=
ering or sponsoring retirement plans: not for personal use by plan particip=
ants.<br /><br />Fisher is proud to have CEFEX=C2=AE certification, which a=
ffirms our commitment to putting clients=E2=80=99 interest first and adhere=
nce to industry best practices. We believe this independent verification he=
lps validate our value and helps you further demonstrate your prudent proce=
ss in evaluating service providers. This certification was received on Nove=
mber 23, 2021, and is based on data from November 23, 2021=E2=80=93November=
 23, 2024. You can find CEFEX=E2=80=99s=C2=AE Independent Assessment Report=
 https://www.cefex.org/RegisteredCompanyList/IAR?z13=3DUaSZmYbeo%252bk%253d=
&amp;z33=3DQaMADeW%252bv%252fw%253d. The Centre for Fiduciary Excellence (C=
EFEX=C2=AE) is an independent organization that certifies financial service=
s firms and investment managers that meet globally recognized standards of =
fiduciary conduct and investment stewardship. CEFEX=C2=AE-certified firms u=
ndergo annual assessments of investment management processes, investment st=
rategy implementation and other practices demonstrating adherence to the hi=
ghest fiduciary standards.<br /><br />The National Association of Plan Advi=
sors (NAPA), an affiliate organization of the American Retirement Associati=
on, was created by and for retirement plan advisors. NAPA members benefit f=
rom access to the association=E2=80=99s advocacy, information and education=
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nts on education offerings, and the opportunity to be recognized in widely =
regarded industry accolades. Each year, NAPA publishes a list of top retire=
ment plan advisors and defined contribution practices=E2=80=94recognizing a=
dvisors selected based on criteria including information about their practi=
ces, notably advised defined contribution assets. Fisher Investments pays a=
n annual membership fee to be eligible for consideration. Please note, in 2=
024 NAPA updated the award title to reflect the year in which the award is =
released, rather than the AUA =E2=80=9Cas of date.=E2=80=9D Therefore, ther=
e isn=E2=80=99t a list titled =E2=80=9C2023.=E2=80=9D For more information =
about this award, please visit: https://www.napa-net.org/top-dc-advisor-mul=
ti-office-firms-2024. This award was received on April 4, 2023, and is base=
d on data from December 31, 2022=E2=80=93December 31, 2023.<br /></span> </=
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