Lesson #1: How Plan Performance is Calculated

Thursday Aug 15, 2019 11:30 AM EST

Learn how Veriphy® calculates and illustrates the Performance side of the equation by measuring the annualized return of the entire plan and comparing it to a neutral benchmark built specifically for each plan.  

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.

Al Otto, AIFA®


Veriphy Analytics

Al is the Co-Founder and CEO of Veriphy℠, a 35-year veteran of the financial services industry and has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.