Service Provider Benchmarking & Searches

Benchmarking plan provider services, investment opportunities and total plan fees can overwhelm even the most diligent plan sponsor. At Anthem Financial Services, we shoulder the responsibility of a thorough market analysis, offering guidance and support throughout the process.

Anthem Financial Services is your  partner and advocate in the plan provider review process. We empower Plan Sponsors eliminating the confusion and frustration of selecting and monitoring a provider, and strive toward reducing the amount of time plan sponsors must allocate to the evaluation of new plan providers.

• Plan Search Support / Vendor Analysis – Anthem will assist with the preparation, distribution and evaluation of Request for Proposals, finalist interviews, and conversion support.
  
  
• Benchmarking Services – Anthem will provide comparisons of Plan data (e.g., regarding fees, services, investment platform offerings, participant enrollment and contributions) to data from the Plans’ prior years and/or a benchmark group of similar plans.