Retirement Plan Services

At Anthony Investment Management, we are all about proactive plan management – providing plan sponsors and their participants with an unmatched suite of retirement plan services. Our clients rely on us for our expertise and guidance with every aspect of their plans, including:

  • Plan design considerations and opportunities
  • Plan governance and fiduciary documentation 
  • Plan investments
  • Plan sponsor guidance and support
  • Plan provider oversight and management
  • Plan participant communications and support

Anthony Investment Management is focused on delivering the best possible plan, with the best service provider partners, at the best possible price. This statement is supported by the fact that we have never lost a client due to service or cost issues. Should we ever fail to meet your expectations, we will work diligently to make it right.