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Center for Due Diligence Interviews Verity Asset Management

2011, September, Center for Due Diligence interviews Amy Simonson

The Growing Opportunity for Independent Participant Advice In The 403(b) Markets.

The 403(b) marketplace is expansive and highly segmented, with significant opportunities in higher education, public education (K-12) and health care. Recent regulatory reforms are continuing to impact plan operations. New product and servicing solutions are flourishing. Large employers, including state-wide consortiums, are looking for new and comprehensive solutions to deliver both cost-conscious investment vehicles and participant service. The largest providers in the industry are embracing independent advisers as distribution partners. This session will explore the role of independent advice and Registered Investment Adviser platform integration for active managed solutions in this dynamic and evolving marketplace.

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