PLAN SPONSOR
We are driven by experienced and dedicated employees who are focused on meeting the compliance needs of your retirement plan and assisting your plan participants in any way we can. Our technology allows your employees to access their account information, make changes to their account, and use tools and resources to further assist them in meeting their retirement plan goals. You have access to account information, can generate your own reports, upload payroll information, and much more!
RIAs
We have the flexibility and relationships to serve you and your clients by acting as the record-keeper and TPA in an open-architecture arrangement with industry leaders like The Charles Schwab Trust Company, Charles Schwab & Company, Fidelity Investments, and others. Our fully disclosed, all-inclusive fees are unheard of in the industry! Our focus on plan design and compliance coupled with your focus on investment advice and fiduciary protection make our relationship an unbeatable combination!
BROKERS
We give you an experienced and trust-worthy TPA while allowing you to place your clients’ plan assets with well-known providers like John Hancock, American Funds, First Mercantile Trust, Hartford, and many others!
CPAs, CONSULTANTS, AND OTHERS
We give your clients:
- Plan design expertise
- Full fee disclosure
- Flat fees that are known up-front and not a-la-carte
- Experienced and professional staff
- State-of-the-art technology
You can not find a more flexible, highly-dedicated full-service Record-keeper/TPA anywhere!
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Copyright 2011 • MVP Plan Administrators Inc. • 15300 Weston Parkway, Suite 106 • Cary • NC • 27513 • 866.687.6877
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