News and Events

Not-For-Profit Plan Sponsor Webinar: How to Upgrade Your Existing Plan

April 3, 2018

Wednesday, April 25th 3:00 - 4:00 EST

Many academic and not-for-profit retirement plans offered by large providers (such as TIAA, VOYA, AXA, Lincoln Financial Group, etc.) are based on individual annuity contracts (IACs). IAC plans are outdated and don’t meet today’s fiduciary standards or participant needs. Many employers have already moved from an IAC to an open architecture platform.

Whether you still have an IAC plan or have already moved, learn how upgrading your plan can provide a more current, competitive, compliant solution, along with greater fiduciary protection, a wider range of investment choices, cost-efficient fees, increased service support, and enhanced plan education, including individual investment support.

Sign Up for the Webinar Here

This webinar will cover:

The limitations of current plans in terms of:

• Fiduciary risk
• Excessive costs
• Administrative burdens
• Investments
• Plan support/service
• Plan education/investment advisory constraints

Solutions for employers that want to upgrade their plans for today’s workplace and participant needs:

• How to remain on your existing IAC platform with proper advisory services.
• How to upgrade to your current vendor's open architecture investment platform.
• How to upgrade to an independent, open architecture platform.

If your current plan provider is on one of these IAC platforms, this session will explain how to improve your current plan design, overall operations, and benefits for plan participants.


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.

Joe Potosky, CLU, ChFC, heads MV Financial’s Employee Benefits Practice, with over 20 years expertise in the construction and management of employer-sponsored group benefit plans. He is a specialist in helping employers optimize their defined contribution and health/welfare benefit plans.

Register for the Webinar Here >>

See a Brochure Detailing How We Can Improve Options for 403(b) Plan Sponsors >>

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