Chapel Hill – Carrboro City Schools 403(b) Plan Managed Portfolio Options Kurt C. HollarVerity Asset Management280 S. Mangum Street550 Diamond View IIDurham, NC, 27701khollar@verityinvest.comPh: (919) 490-6717 x137Fax: (919) 489-8939 Amy LindrosBusiness Develop. Coord.alindros@verityinvest.comPh: (800) 247-6717 x107Fax: (919) 489-8939 Chapel Hill - Carrboro City Schools 403(b) Plan Approved Providers AXA Equitable | Phone: (919) 954-1854 ING | Phone: (919) 789-7105 TIAA-CREF | On-line Enrollment | Phone: (919) 490-6717 x137 Verity Asset Management VALIC | Phone: (800) 892-5558 x88192 Salary Reduction Agreement The district has selected an independent investment advisor - “Verity Asset Management” | Phone: (800) 247-6717 x137 - available as a resource to help answer any questions you may have about these changes, your options under the plan, and what it means to your existing 403(b) accounts. Account Login AIG Retirement Ameriprise Financial AXA Equitable Fidelity Investments Great American Life Horace Mann ING Reliastar Life Life Insurance Company of the Southwest MetLife Security Benefit Verity Investments Plans Search Tool Keyword State Any State AL AK AZ AR CA CO CT DE FL GA ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VT VA WA WV WI WY Washington, D.C. SEARCH To search for employer plans, enter a keyword (ie. plan name or city) and/or choose a state above. External RIA Resources Relationships Select an organization... 360 Wealth Management Access Financial Group Belpointe Retirement Account Services BlackRidge Asset Management Cambridge Premier CAAP 403(b) Cambridge Retirement Account Services CCF Advisors Collegiate Financial Services CUNA DH Hill Retirement Account Services Elite Advisor Group G. A. Repple and Company GWN Retirement Account Solutions Interactive Financial Advisors ISC Group, Inc Kestra Financial Retirement Account Services Latitude Income Strategies, RAS & VMX Platforms Money Concepts Monticello National Asset Management NEXT Financial Pentegra Retirement Services Plan Member Services Retirement Account Solutions (RAS) Securities America Advisors Inc The Summit Group Advisors VMX (Verity Multi-Manager Exchange) Participant Portal Select an organization... Appia 401(k) Retirement Plan Biggs Cadillac Buick GMC Cape Fear Community College Carolina Meadows, 403(b) Retirement Plan Central Carolina Regional Educational Service Alliance Chapel Hill - Carrboro City Schools 403(b) Plan Coastal Pediatric Associates David and Associates Durham Nativity School Retirement Plan Guilford Technical Community College Huntley & Huntley Lane College Livingstone College 403(b) Plan Portal Livingstone College 403(b) Plan Portal (Revised) Peace College 403(b) Retirement Plan Phoenix Realty Group United Negro College Fund