Anson’s Four Key Areas of Service
Anson Analytics offers comprehensive investment consulting for companies who genuinely want a better retirement for their employees. We work with plan sponsors and committees to provide a long-term, consistent, and documented process to improve each aspect of their 401(k) and Defined Benefit Plan.
We stand by you as a Named Fiduciary for your plan and help mitigate legal and regulatory risks.
Offer total fee transparency, establish reasonable plan fees, and uncover any hidden fees.
In-depth and unbiased fund analysis, ensure broad diversification.
education and advice,
Anson Analytics is a fee-only investment consulting firm and we do not accept commissions. This allows us to offer unbiased advice in the BEST interest of our clients at all times. Because we are independent, there is no need to change providers or platforms when you choose to work with us.
Who We Serve:
Plan Sponsors or Committees who struggle with, and are overwhelmed by, compliance issues and government regulations surrounding their retirement plan.
Business owners and executives who understand that direct financial advice greatly increases their employees’ chances of successfully retiring.
High Level Executives
CEOs, CFOs, and HR Managers who are willing to delegate financial decision-making for their company’s retirement plan.
Plan Sponsors that realize they have no true fiduciary to stand beside them should they be audited or face a lawsuit.
What You Can Expect When Working With Anson
Open Architecture Approach
Improved Participation Rates
Overall plan costs reduced
Increased Participant Contributions
Total Fee Transparency