News and Events

Webinar for 403(b) Plan Sponsors: How to Ensure that You’re Covering Your Bases

April 2, 2019

MV Financial hosted a webinar focusing on and discussing how 403(b) Plan Sponsors have several unique characteristics and challenges on March 27th, 2019. The webinar pertained to plans on individual contracts, such as TIAA’s Legacy platform, or ones moved to an open-architecture investment arrangement, discussing the opportunities to enhance plans on an operational and investment level that can often be done with no (or low) additional costs.

The webinar covered:

• Overview of your Fiduciary Responsibility Under ERISA
• Common Operational Compliance Problems
• Investment Compliance Strategies
• What’s on the Horizon for 403(b) Plans

The webinar recording can be viewed and listened to here

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