Broker Check

Plan Fee Benchmarking

Plan fiduciaries have the duty to understand, evaluate and compare all fees related to their retirement plan. It is also important that participants are made aware of the fees that are deducted from plan assets. We can help.

We typically provide a review of the current plan provider’s services,  fees and a detailed analysis of the plan’s investment portfolio, identifying opportunities for improvement. We are then able to ensure you offer the most competitive plan possible.

  • Assistance Identifying Plan Fees – Anthem will assist in identifying the fees and other costs borne by the Plans, as specified by client, investment management, recordkeeping, participant education, participant communication and/or other services provided with respect to the Plan.