Retirement Plans


Ensure your plan aligns with your organization’s goals, is administered in accordance with your plan document, and complies with current regulations with our thorough review of your plan provisions.

Advising you on your retirement plan as an ERISA fiduciary is one of our core services. It’s our focus and our passion. Serving as an ERISA fiduciary to your plan, our purpose is to help you position your employees on an exceptional path to retirement … when they want. Then, we will help mitigate liability for your plan fiduciaries.

There are two main ways we engage as your plan consultant and investment fiduciary:

As your fiduciary partner, Verity’s expert intermediaries are advocates for both plan fiduciaries and employees. You receive