After IRS audits hit non-profits, RIAs are positioned to wrest a fortune in 403(b) assets from annuity companies

The money in motion may reach into the hundreds of billions, though gaining an entree has its frustrations

Author Lisa Shidler July 26, 2011 at 2:35 PM

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Tom Scalici is one RIA who has gotten $700 million in non-profit assets in recent years up from virtually no assets just three years ago.

Cerulli

Center for Due Diligence

403(b)

Symmetry Partners

Strategic Retirement Group

Verity Asset Management

Cornerstone Institutional Investors

Mentioned in this article:

Symmetry Partners, LLC
TAMP
Top Executive: Patrick A. Sweeny

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