News and Events

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

March 4, 2019

MV Financial is hosting a webinar focusing on and discussing how 403(b) Plan Sponsors have several unique characteristics and challenges. Whether a plan is still on individual contracts, such as TIAA’s Legacy platform, or has moved to an open-architecture investment arrangement, there are opportunities to enhance your plan on an operational and investment level that can often be done with no (or low) additional costs.

This webinar will cover:

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


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. The practice has a special focus in working with TIAA 403(b) retirement plans. Chris regularly provides webinars on a variety of retirement plan topics for nonprofit and corporate entities and has been quoted on retirement and investment topics in US News & World Report,,,, Plan Adviser, and Fiduciary News. His OpEd article, Upgrading Individual Annuity Contract Plans for Today’s Changing Needs, was published in BenefitsPro (August 2018). Chris 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.

Sign up for the webinar can be found here

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