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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?

November 18, 2014
Verisight, Inc., a recognized leader in comprehensive retirement plan services and consulting solutions, announced today that Laura Ramanis will join the organization’s leadership team as Chief Operating Officer, effective November 17, 2014. Read the full release.

October 24, 2014
The 2015 Cost of Living Adjustments have been released by the Internal Revenue Service. Each year, the IRS is required to review and adjust the dollar limitations on benefits and contributions under qualified retirement plans to account for cost of living increases. Some limitations will remain unchanged because the increase in the Consumer Price Index did not meet the statutory thresholds for their adjustment. However, other limitations will increase for 2015. View the 2015 limits.

October 23, 2014
Verisight will be hosting a series of 401(k) Boot Camps in November for our 401(k) plan sponsor clients.  Invitations to this 3 part series can be downloaded here.

This program will provide tools to help in-house plan sponsor staff operate their retirement plan correctly. Over the course of 3 webcasts, Verisight will cover basic in-house 401(k) operations from the employer’s perspective to give your team information to help avoid common operational errors.

October 15, 2014
The Newport Group, Inc. and Verisight, Inc. today announced they will be joining forces to increase the size, scale and reach of their respective businesses. Under the terms of the agreement, the holding company of Verisight. Read the full release.