The University of North Carolina 403(b)
With current market turmoil and significant changes to your 403(b) plan options, it is a time filled with questions. Verity Investments, Inc. has been providing carefully structured investment planning services to hundreds of employees within the UNC System through the 403(b) program since 1996. We're independent, and we're here to help answer your questions.
The Managed Account Option
The 403(b) platforms at TIAA-CREF and Fidelity Investments offer four tiers of investment options, including a self-directed brokerage portal. As a 403(b) participant, you have the option to engage a qualified investment advisor to work directly with you to manage your 403(b) portfolio and to provide guidance on the investment options now available. Your advisor can work with you to determine your initial portfolio allocation and to implement recommended changes to your investments as market conditions change.
We believe that client relationships are built on trust and integrity, so our consultative approach emphasizes investor education. Financial peace of mind comes from knowing that the decisions you make are informed, appropriate for the current market environment, and consistent with achieving your personal goals.
HOW TO CONTACT US
Simply .(JavaScript must be enabled to view this email address) via e-mail, or call at (800) 247-6717 ext. 105, to request additional information or to schedule an appointment with an investment advisor representative. If you elect to utilize our services, your personal investment advisory representative will guide you through every step of the enrollment process, from establishing an account, notifying your benefits department, reviewing Roth 403(b) elections with you, and determining a managed portfolio to fit your investment objectives. Your representative will continue to work with you on an ongoing basis.
Important Information
Verity Investments, Inc. is not contracted with UNC General Administration or with any individual constituent institution. Verity does not represent, and is not compensated by Fidelity Investments or TIAA-CREF; however, we have close working relationships with both.
Verity is an independent SEC-registered investment advisor with extensive experience in the UNC retirement system handling both 403(b) & ORP issues. Before completing an Investment Advisory Agreement, review a copy of Verity's Form ADV Part II, which provides detailed background information, including a schedule of advisory fees.
