Myth Series #10: When Transferring Service Providers, There are no Pitfalls. Part 2 – Market Value Adjustments and Fixed Accounts


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.


Feedback From Our Happy Customers

Need a custom plan designed for your team?

Schedule a Consultation

Contact Us Now To Get Your Business Covered