Veriphy℠ combines the historical investment holdings and fund changes in your retirement plan with a risk/reward performance algorithm to measure the value added to your 401(k) or 403(b) Plan by the fund managers chosen. If you have a investment professional, Veriphy℠ will evaluate and provide an independent and truly objective measurement of their skill and value added. The measurement is the Veriphy Ratio℠ and it calculates and compares the value added versus the asset class benchmarks in the defined contribution plan universe and the risk taken to achieve the results.
Plan fiduciaries have a duty to assure that fees paid by the plan for services are reasonable. The Veriphy Ratio℠ is the first objective criteria to measure value added to a retirement plan. With the Veriphy Ratio℠, you can now evaluate the fees being charged for investment or consulting advice. As a result, fiduciaries can make better decisions, ask better questions of their advisor, and demonstrate due diligence through a repeatable process.
Price is what you pay, value is what you get.
– Ben Graham
A revolutionary new risk/reward performance algorithm.
The only way to reliably and objectively track, measure and evaluate retirement plan outcomes.
 Patent Pending
Know the investment value added
Measure reasonableness of fees
Save time, add focus and reduce meeting prep
Protect yourself against fiduciary liability