Verity announces appointment of Chief Government Officer

NEWS & PRESS

PRESS RELEASE

By PlanScope360™
February 2, 2022

Verity announces appointment of Chief Government Officer

PlanScope360™ is an exciting new addition to the non-ERISA 403(b) and 457(b) industry.

Robert McLean
DURHAM, N.C., Feb. 10, 2022 /PRNewswire/ — Verity Asset Management (VAM), a Registered Investment Advisor, is today pleased to announce the appointment of Robert McLean, as Chief Governance Officer of their newly launched service offering, the Plan Governance Platform, PlanScope360™. PlanScope360™ is a service providing a comprehensive suite of tools and expert services in support of 403(b) and 457(b) plan sponsors and the non-ERISA retirement vehicles they provide for their eligible employees. Having served since 2008 in the employer-sponsored retirement plans space, McLean joined Verity Asset Management in October 2021. Former President and CEO of independent 3rd party administrator, U.S. OMNI, he brings a wealth of knowledge and senior-level executive experience acquired in roles ranging from Chief Counsel and C-suite executive to public sector retirement plan industry consultant. He earned his Juris Doctor from Villanova University School of Law and his Bachelor of Arts, Political Science, from Boston College. His responsibilities will focus on designing operational policies and procedures, service offerings, training systems, and customer experience systems underpinning PlanScope360™. “I’ve known Verity for quite a while and thought highly of them. My decision to join the company was due to the fact they’re well respected in the industry, the people, and the new business platform,” says McLean. “PlanScope360™ offered through Verity Asset Management is the next step in the evolution of the 403(b) industry. It brings employers the technology, process and expertise for responsible and effective plan oversight (including investment provider management), as well as fee transparency, investment performance evaluation, the establishment and execution of appropriate education, fee and investment policies, improved participation, plan management, and complaint resolution.” Al Otto, National Director – Plan Governance Systems at Verity says, “Rob is an excellent addition to our team and is perfectly positioned with the skills and mindset to help launch PlanScope360™ into the industry leader that we all envision, bringing an institutional set of tools and thought leadership to Governmental DC plans.” For questions or to learn more about PlanScope360™, contact the company at (https://www.verityinvest.com/contact-us/) or call us at (800) 247-6717.