Chapel Hill – Carrboro City Schools 403(b) Plan

Managed Portfolio Options

Kurt C. Hollar
Verity Asset Management
280 S. Mangum Street
550 Diamond View II
Durham, NC, 27701
khollar@verityinvest.com
Ph: (919) 490-6717 x137
Fax: (919) 489-8939

Amy Lindros
Business Develop. Coord.
alindros@verityinvest.com
Ph: (800) 247-6717 x107
Fax: (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
  
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  Great American Life
  
• 
  Horace Mann
  
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  ING Reliastar Life
  
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  Life Insurance Company of the Southwest
  
• 
  MetLife
  
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  Security Benefit
  
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  Verity Investments