Verity Asset Management’s Retirement Plan Services



Verity Asset Management’s Retirement Plan Services

At Verity, we offer turnkey solutions that are cost-effective and include all aspects of a full service retirement plan. The foundation is our open architecture platform, to which you can add our actively managed models for employees seeking help with investment choices, and our full program of support in meeting your fiduciary responsibilities.

Our comprehensive, holistic approach provides: open architecture platforms, plan compliance, fiduciary services, Investment Policy Statement with fund monitoring, oversight, selection and reporting; education and advisor support for employees; as well as plan design and review.

We would welcome the opportunity to review your current plan in terms of fees, design, service and functionality. Our goal will be to offer you a platform that is both more cost effective and a better fit for you and your employees.

Investment Advisory & Fiduciary Services:

• Needs assessment

• RFP preparation and market search

• Plan design and compliance consulting

• Plan fee analysis disclosing all inherent costs

• Investment Management and fund selection

• Investment Policy Statement and program design

• Fiduciary services and advice

• Quarterly Investment analysis and monitoring report

• Plan benchmarking, fee disclosure, fee transparency

• Quarterly Market Commentary to your investment committee and employees

• Availability of actively managed investment portfolios for participant elections

• One-on-one participant advice sessions and employee enrollment meetings

Participant-Driven Solutions

When we think of our investment process, we think first of people. And when we think of people, we think in terms of each, not all. We are driven by the conviction that our role is to contribute financial well being not simply with good intentions, but with a careful plan for achieving a meaningful result. With participant goals as our clear target, we manage for probability, not performance. As performance is unpredictable, it is vitally important that the people who manage our process be more focused on maximizing the probability of success than on merely meeting abstract performance goals.

An Advisor That Never Stops Thinking

Understanding that sound principles are vital, yet change is a constant, we continually reassess not just our individual investment decisions, but our process as well. We are adaptive: when conditions change, we respond. And we are relentlessly innovative: we don’t wait for solutions; we create them.

About Verity

Founded in 1996, Verity Investments, Inc. focuses on the delivery of a superior level of investment planning and account management to retirement plan participants at corporations and educational institutions of all types, including universities, teaching hospitals, community colleges and local school systems. With an investment advisory process that integrates the product offerings of open architecture platforms such as Trust Company of America, Matrix, TIAA-CREF and Fidelity Investments, we provide elective advisory services to retirement plan sponsors and participants at institutions and corporations that permit advisor integration. To find out more about how Verity can produce meaningful results for you, please call:

Michael DeCamillis / Director, Retirement Plan Services / 800.247.6717, ext.122

Kurt D. Preble / Financial Advisor / 800.247.6717, ext. 137

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