How to Enroll in Benefits

During your initial enrollment period, you may enroll in any of the core or voluntary benefit plans. 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.

Open Enrollment, which usually occurs in November, is your once a year opportunity to make changes to your benefit plans. For example, you can:

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 and make the updates within 31 days after the qualified life event occurs.


Under healthcare reform, most Americans must have health insurance or pay a penalty. If you aren’t currently enrolled in Fisher Investments coverage or a spouse’s or domestic partner’s coverage, you’ll need to enroll or pay a penalty.

New Hire

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).

To Make Mid-Year Changes

Submit your benefit change in Workday within 31 days of the qualified life event.

Before You Choose, Compare

To quickly compare all of your medical options side by side, see the California Medical Comparison Chart (PDF) or the Non-California Medical Comparison Chart (PDF).

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.