At Veratis, we provide investment advice to plan sponsors for a fee, an action that clearly defines us as a Fiduciary under the guidelines of ERISA.  However, we believe our risk exposure and the exposure of the committees we serve is dramatically reduced by focusing on the participant’s best interest above all other considerations and performing thorough, consistent due diligence.

Our independence, specialization, and years of practical experience prepare us for our role as a Fiduciary.  It is critical for our advisors to be knowledgeable, highly ethical and able to communicate with clients in an effective manner.  Retirement plan committees need to understand all angles of a potential decision.  This makes it imperative that the advice we provide be participant focused, carefully thought out, supported by research and experience, and free of bias.