News and Events

Retirement Plan Sponsor Webinar: The Fiduciary Alphabet Soup of Retirement Plans: What Does it Mean?

November 7, 2018

On Wednesday, December 5th from 3:00 - 4:00 pm EST, MV Financial will be hosting a webinar discussing the following:

2011 was the beginning of retirement plan fee disclosure requirements and has continued ever since, with attempts at a fiduciary rule and greater scrutiny of plan sponsor responsibilities. Terms like fiduciary warranty and fiduciary protection from a 3(21), 3(38) or 3(16) fiduciary has added complexities that are confusing plan sponsors in understanding what their responsibilities and liabilities truly entail.

In this webinar, MV Financial will explain what plan sponsors really need to know about their fiduciary responsibilities and the corresponding “alphabet soup” of fiduciary options that are available. We will cover:

• Your fiduciary responsibility under ERISA
• The “alphabet soup” of fiduciary terms
• How this all impacts you as a plan sponsor
• What plan sponsors should really focus on

Presenters:

Chris Schaefer

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

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.

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