Understanding MVA Options: When MVAs Make It Hard to Move
Jun 22, 2022 | 1:00 pm – 1:45 pm
Many plan sponsors safeguard retirement packages using a stable value fund with their defined contribution benefits. But when interest rates start to rise employers may be surprised at the market value adjustment fee applied when liquidating assets or switching recordkeeping platforms.
Speaking with your clients about MVAs can be difficult but there are options available. Helping clients understand how these fees protect the principal investment and make higher interest crediting rates possible are good ways to start the conversation. Join Definiti and The Standard to hear more about the available options so you can help clients be ready.
Advisors’ Roundtable
Understanding MVA Options:
When MVA Fees Make it Hard to Move
WEDNESDAY, June 22nd @ 1 P.M. ET
Sponsored by:
The 3rd session of our popular Advisors’ Roundtable series is happening soon. This is an opportunity to talk with Definiti, The Standard and other financial advisors in a roundtable format on the different options available to address questions about MVAs. Some of the topics we’ll cover include:
- What is a market value adjustment?
- How does a market value adjustment work?
- Scenarios to help understand MVA options
Come be a part of the conversation!
