For Plan Sponsors and Investment Advisors

Veriphy Analytics℠ Value Proposition

for Plan Sponsors

  • Validate/Evaluate your Plan Committee’s investment decisions.
  • Measure the plan outcomes over time and the actual value added by Committee decisions.
  • Veriphy the skill of your investment professional and the value of their advice.

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℠[1] 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

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[1] Patent Pending

Know the investment value added 

Measure reasonableness of fees

Veriphy Saves

Save time, add focus and reduce meeting prep

Protect  yourself against fiduciary liability

VERIPHY IS A GAME CHANGER FOR YOUR RETIREMENT PLAN COMMITTEE

A revolutionary new risk/reward performance algorithm.

The only way to reliably and objectively track, measure and evaluate retirement plan outcomes.