Home > Solutions > Advisor Solutions
PARTNER WITH A LEADER DEDICATED TO RETIREMENT PLANS

To deliver high quality retirement solutions, you need a partner whose business is the retirement business, not a service within an investment or insurance offering. You need a partner who is objective, trustworthy and who understands the critical role you play in helping your clients build successful enterprises. Verisight is that partner.

We partner with you to build your business. As your trusted partner, our goal is to help you build your retirement plan practice, enhance client relationships and win more business.

Verisight is independent. Our completely objective approach delivers a true, unbiased open architecture investment platform and full transparency in fees. Plus, we can work with you on a commission-based and or fee-for-service approach.

We bring you expertise from advisor-centric professionals. Our team of credentialed experts can help you select, design, administer and consult on benefits plans. We have a keen knowledge of what employers want in a retirement plan and we bring you high quality client service with specialized industry and plan knowledge. We also deliver ongoing training to ensure you remain current on industry changes and issues.

Our services are comprehensive, seamless and fully integrated. From administration and compliance to recordkeeping and trust services, we provide choices that easily align to meet your unique needs:

• Large and small defined contribution plans for profit, non-profit organizations and
   governmental organizations, including 401(k), 401(a), 401(b), 403(b) and 457 plans

• Traditional and cash balance defined benefit plans

• Employee stock ownership plans (ESOPs)

• Customized service with the ability to private label plans

• Executive deferral compensation plans and other non-retirement benefits strategy
   and design

We bring superior tools and resources that simplify and empower. Utilizing cutting-edge technology, you are backed by a powerful suite of tools and resources that enhance your business, simplify your workload and add value to your clients.

• Advisor-structured model portfolios

• Easy and convenient reporting, including:

o Viewing all your plans at one time and seeing plan employee count by
   participant category
o Accessing, monitoring and benchmarking fund performance
o Seeing plan financial totals by investment, source and individual account

• Automatic rebalancing of model portfolios on an on-demand or scheduled basis

• Increased plan participation with online enrollment materials, web-based tools and
   ongoing educational materials

Verisight: truthful insight.
"Veri" stems from veritas, Latin for truth.
"Sight" derived from "insight", the ability to perceive clearly and deeply.


WHAT'S NEW?

March 18, 2014
Verisight Expands Institutional Sales Team
Verisight, Inc., a privately-held, national corporation that offers comprehensive retirement plan services and consulting solutions announced the hire of Ross Brown as Senior Vice President of Institutional Sales. Read the press release.

January 28, 2014
Adviser Relationships Key in Acquisition. Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries. Read the full article.

January 23, 2014
Verisight, Inc. (Verisight), a recognized leader in comprehensive retirement plan services and consulting solutions, today announced the acquisition of DailyAccess Corporation (DailyAccess). DailyAccess, along with its subsidiaries, InterServ, LLC and DailyAccess Health and Welfare, LLC, provides retirement and benefit plan services for advisors, employers, and employees. Read the Full Release.

December 11, 2013

Employers surveyed consider:  benefits costs as the leading factor impacting total reward decisions; the cost of investments as the most significant factor when evaluating retirement plan offerings.  Read more in the 2013/2014 Verisight and McGladrey Compensation, Retirement and Benefits Trends Executive Summary.