When: Wednesday, August 7, 2019 3:00 – 4:00 PM EST
Many nonprofit retirement plans still have individual annuity contracts (IACs) with TIAA, Lincoln Financial, Mutual of America, VOYA and VALIC. While these legacy contracts do have their appeal for certain plans and participants, many employers are moving to institutionally owned, open architecture investment platforms with enhanced services.
This webinar will help you identify IACs within your current plan, their value and limitations, and solutions that are available to upgrade your plan.
You will learn how to attain:
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. His practice has a special focus on 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, NBCNews.com, CNBC.com, TheStreet.com, 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 of 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.