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Fisher Investments

Benefits Highlights

Fisher picks up 100% of the cost of medical, dental, and vision premiums for you and your eligible dependents!*

At Fisher Investments, we know how important it is to have good, affordable health and wellness benefits. That's why we offer more than just a plan, we offer a package. Whether it's health care, income protection, retirement savings, or other benefits, we've got you covered.

Detailed information on the benefit plans is available at www.myfibenefits.com.

  • Medical

    We strive to give you the flexibility to choose the coverage that works best for YOU. This is why we offer five different medical plans

    • 3 United Healthcare Plans
    • 2 Kaiser Plans

  • Dental

    Enroll in our dental coverage to take advantage of our generous plan limits

    • $2,000 limit per person (per year)
    • $2,000 limit per person (per lifetime) for orthodontia

  • Vision

    It's not hard to "see" why people rave about our vision plan

    • Free annual eye exam
    • Up to 2 pairs of glasses or contacts valued at up to $450 per person (per year)

  • Emotional Support Benefits

    All of our health plans offer unlimited and confidential treatment and support for mental and emotional wellness needs. Additionally, Fisher employees and their dependents get FREE access to the mindfulness and virtual therapy apps, Headspace and Headspace Care!

  • HSA Plan

    Enroll in an HSA eligible medical plan to take advantage of Fisher's matching HSA contribution

  • Life and Disability

    Elect into our voluntary plans and benefit from Fisher's group rates

    • Short and Long Term Disability (Employee Only)
    • Life & AD&D (Employee and Spouse)

  • 401 (k) Plan

    Take advantage of our 50% company match on every dollar you contribute up to the IRS limit! In addition to the generous company match, the plan features flexible contribution options and investment vehicles.

  • Primary Caregiver Parental Leave

    All eligible primary caregivers can take up to 8 weeks of paid time off to bond with their newborn or newly adopted child.

  • Time off

    • Up to 20 days of PTO (per year) ‡
    • 10 paid holidays (per year) §

* An eligible dependent is defined as a legal spouse, state registered domestic partner, and/or children up to the age of 26.

† Company matching contributions are only applicable to pre-tax and Roth 401 (k) contributions only (up to the IRS 402(9) limit}. Any after-tax contributions will not be eligible for matching funds.

‡ CA employees accrue up to 17 days of PTO and 3 days of sick time per year. Home based sales employees are not eligible for Paid Time Off.

§ Home based sales employees are not eligible for Holiday Pay.

You must be a regular full time employee working at least 30 hours a week to be eligible for the Fisher Investments core benefits package, which goes into effect after 30 days of employment. All employees are eligible to participate in the 401(k} Plan after 90 days of employment. This document is provided for communication purposes only. Should any discrepancy exist between this document and the official plan documents, contracts, or Employee Manual, the official plan documents, contracts or Employee Manual will govern. This document is not an offering of employment or guarantee of benefit eligibility. 01-01-24

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