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Ongoing Service Model

At Anthem Financial Services we break down our service model into the following areas; Fiduciary Guidance, Investment Monitoring, Service Provider Benchmarking & Searches, Plan Fee Benchmarking and Strategic Employee Enrollment & Education. Our ongoing services include but are not limited to:

Fiduciary GuidanceService model designed pursuing to maximize your protection

  • Assist with selecting a “Qualified Default Investment Alternative” (QDIA)
  • Guidance on plan features and benefits offered
  • Committee education on plan design

Investment Monitoring – Investment portfolio design and ongoing monitoring services

  • Help with preparation of Investment Policy Statement
  • Investment Scorecard report utilizing third party investment analysis software
  • Provide ongoing monitoring of plan investment options
  • Presentation of investment recommendations to Committee

Service Provider Benchmarking & SearchesAnalysis includes:

  • Provider background & service scale
  • Administrative services provided
  • Breadth of available investment platform offering

Plan Fee Benchmarking – Review and analysis of total plan fees including:

  • All hard and soft dollar plan fees
  • Investment management fees, daily asset charges and participant fees
  • Revenue sharing analysis as set forth in the DOL fee disclosure guidelines
  • Analysis and research on your plan’s fixed account yields

Strategic Employee Enrollment & Education

  • Enrollment meetings focused on plan benefits
  • Financial educational seminars to aim toward raising knowledge base
  • Implement employee educational strategies & campaigns