What's YOUR Veriphy Ratio℠ Score? All of our solutions start with this important tool: The Veriphy Ratio℠. It's the first objective 3rd-party scoring tool for your company's retirement plan.
Whether you are on a Plan Committee asking if your Investment Advisor is adding value or if you're an Investment Advisor looking to show you are adding value, it is difficult to determine the answer. In fact, with more than $7.5 trillion in plan assets in the 401(k) and 403(b) marketplace and billions of dollars being paid to investment professionals, there has been no measure of investment committee or investment professional skills or performance… until Veriphy.
The Veriphy Ratio℠ is a single calculation based on a patent pending algorithm and methodology designed to measure the skill of an Investment Advisor and show value received. If the Veriphy Ratio℠ is positive, then value has been delivered. If the Veriphy Ratio℠ is negative, then value has not been added. The Veriphy Ratio℠ is simple and elegant and it gives the plan committee a great place to begin evaluating their plan investment decisions, determine whether the plan is performing and determine whether fees are reasonable.
Objective Insight into the Health of Your Retirement Plan
VeriphyAnalytics creates your Veriphy℠ Score:
What's included with your Veriphy Ratio℠ Scorecard?
Whether you are a Plan Committee member or Advisor, don’t you want your plan and its participants to see if your plan has a positive Veriphy Ratio℠ score? You will then have an objective 3rd party measurement as to how the plan is performing and if there are areas where it needs improvement.
The Veriphy PlanView℠ Report delivers details to answer questions of where value has been added… or not. This gives you, the committee member and plan fiduciary, the ability to understand what has worked and what has not. The report will identify the total value added of a 7 year period and how much risk was taken to deliver the result. When this is compared to the cumulative fees paid over that time period, reasonableness is much easier to determine.
Veriphy PlanView Report includes:
The Veriphy PlanView℠ is an important tool for plan investment committees as well as their Investment Advisors because they are looking for objective tools to validate plan performance.
Veriphy PlanView℠ provides the checks and balances to ensure the retirement plan is performing and building value for employees and plan participants. An attractive 401(k) plan is useful in recruiting talent as well as retaining productive long-term employees. A healthy retirement plan provides financial wellness and retirement readiness for retirees.
If there are negative funds shown in the Veriphy Ratio℠ Scorecard, the PlanView℠ Report will take a deeper dive and detail the specific questions you will want to discuss with Investment Advisor. These are necessary checks and balances to ensure the plan is performing the way it should.
Please Note - PlanView Subscription includes password access to your company's online reports, updated quarterly.
Special pricing: Purchasers of one-time, $499 Veriphy Ratio℠ Scorecard can purchase the detailed PlanView for Just $2,500 annual subscription!
Veriphy℠ Custom Solutions
Many Plan Sponsors and their Advisors have unique needs that may require Customized Reports. If we have the data, we can measure it. For example, you may have a unique fund with your retirement plan or you may be interested in vertical competition evaluation and want to see how your retirement plan compares to those in your area or in the rest of the country. Veriphy Analytics has the ability to customize our PlanView Reporting based on your specific retirement plan needs.
Advisor RFP / Plan Assessment Services
Leverage our combined over 100 years of industry experience PLUS the insights provided by the Veriphy Ratio score and PlanView Reports to help you in your Advisor Search Initiatives and Plan Assessments.
Advisor RFP Services: Understand goals and objectives of the search, current plan value added, due diligence review of advisory firm, review structure of firm and qualifications of advisor, review scope of services, experience, process, participant services, tools and technology used and fees.
Plan Assessment Services so you know the right questions to ask to analyze, strategize, formalize, implement, monitor retirement plans.
Veriphy℠ Report & Services Pricing