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 Guidance – Service 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 & Searches – Analysis 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