The cornerstone of any successful retirement plan is employee education, and our education program distinguishes us from other firms.  At Veratis, we avoid the temptation often found in the industry to push employee education down on the firm’s priority list.

An effective employee education program requires a commitment by Veratis, as well as our clients, to ensure the plan we have worked collectively to design and optimize is correctly utilized by the employees it serves.  Even high quality retirement plans ultimately fall short if employees do not understand their benefits and how to use the available investment options to reach specific retirement goals.