MV Financial is hosting a webinar on August 22nd, 2018 focusing on unraveling the complexity and confusion to get the most from your advisor.
Most employers are unduly confused by the complexity of retirement plans. And for good reason! The government rules and regulations that need to be followed are often presented to employers in a way that lacks clarity and hinders comprehension.
It seems counter intuitive, but all the rules to help you understand fiduciary liability, fee disclosure, and managing your plan's investments, can result in a lack of transparency.
In this webinar, we'll peel back the layers of complexity to help you better understand:
- The 4 most common service models offered by advisors.
- The pros and cons of each service model.
- Questions that you should be asking your advisor in order to maximize your plan and services.
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 and welfare benefit plans.
MV Financial is a Registered Investment Advisor (RIA) in business since 1986, with a Retirement Plan Practice that specializes in helping plan sponsors as an advisor, advocate and overall plan “quarterback”. We design and manage 401(k), cash balance, 403(b) and 457 deferred compensation plans in a holistic manner that helps plan sponsors with all of the key issues and functional areas of their plans. We also specialize in working with TIAA plan sponsors and their unique challenges. These services help employers navigate the complex regulations and processes of providing an important employee recruitment and retention benefit.