Retirement Myth: When Transferring Service Providers, There are no Pitfalls. Part 2 – Market Value Adjustments and Fixed Accounts

Retirement Myth: When Transferring Service Providers, There are no Pitfalls. Part 2 - Market Value Adjustments and Fixed Accounts

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A new client engaged Innovative to help them transfer their current retirement plan to a new service provider. By recognizing the fund was subject to a market value adjustment (MVA), we devised a plan that eliminated any chance a participant could lose money in their stable value investment during the conversion, and ensured participants still had access to their money.

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Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

Retirement Myth: When Transferring Service Providers, There are no Pitfalls. Part 2 - Market Value Adjustments and Fixed Accounts

Putting People First.

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