A new client engaged Innovative after they decided to transfer their current plan to a new service provider. After our initial investment review, we noticed there was an existing Stable Value Fund, which was subject to a market value adjustment (MVA). When an MVA is being applied, a complete fund liquidation may result in a loss to the plan and participants. See how Innovative helped our client in moving their assets with no loss to the participants.
Download full case study here. Let Innovative perform a complimentary review of your plan, contact our retirement planning team here.
