Too many nonprofit and academic retirement plan sponsors are still relying on a do it yourself approach, where you are responsible for handling the majority of plan operational activities. This is akin to using an old paper map when GPS and Uber options are readily available.
Even if you are working with professionals, it’s important to ensure that they are providing the full range of services that plan sponsors need – at the most efficient cost - in order to meet your employees’ needs today and tomorrow.
This webinar will cover:
- Today’s Retirement Plan Climate
- Roadmap for Plan Operations: “Paper Map vs. GPS or Uber”
- Common Do It Yourself Plan Issues and Mistakes
- How to “Uberize” Your Plan to Respond to Employees’ Needs
Chris Schaefer, CFP®, CPA/PFS, heads the Retirement Plan Practice at MV Financial, overseeing all aspects of the practice and its plans, including plan design, investment strategy, plan administration and interface with service providers, participant education and individual investment advisory services for plan participants. He is also a Senior Advisor with his own private, wealth management practice.
Joe Potosky, CLU, ChFC, heads MV Financial’s Employee Benefits Practice, with over 25 years expertise in the construction and management of employer-sponsored group benefit plans. He is expert in helping employers optimize their defined contribution and health/welfare benefit plans. Joe is sought after for his insights on employee benefit issues, including retirement and health care reform.