Plan Optimization

 

 

Veritas partners with employers to offer retirement plans that are designed appropriately, cost effective, in compliance with fiduciary regulations and standards, and that meet the objectives of sponsors and the retirement needs of participants.

 

 

Veritas Retirement Consultants provides:

Expertise, experience, and rigorous processes

A partnership with exceptional support and service

A passion for doing the right thing for our clients

 

Our goal is to ensure that your:

Plan designs and investment strategies are aligned with the objectives of the organization

Plan costs are appropriate and the record keeper and other vendors are held accountable

Plan is compliant with all regulations and fiduciary obligations

Participants are retirement ready

Check the background of Veritas on FINRA's BrokerCheck


Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA and SIPC. Veritas Retirement Consultants is a marketing designation. Group employee benefit services offered through Veritas Risk Services, which is not affiliated with Royal Alliance Associates, Inc. Royal Alliance Associates, Inc. does not offer tax or legal advice. All other listed entities are unaffiliated. This communication is strictly intended for individuals residing in the states of CA, CO, and IL. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. FINRA and SIPC.


3025 Highland Parkway Suite 650 Downers Grove, IL 60515
Phone: 630.601.1501