Myth

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.

  • RECERTIFICATION PROVIDER HRCI
  • Best of the Biz
  • 2024 Top-rated Employee Benefits
  • BCCC Business Excellence
  • SHRM RECERTIFICATION PROVIDER
  • Certified WBENC
  • CENTRE FOR FIDUCIARY EXCELLENCE
  • SOC TYPE
  • RECERTIFICATION PROVIDER HRCI
  • Best of the Biz
  • 2024 Top-rated Employee Benefits
  • BCCC Business Excellence
  • SHRM RECERTIFICATION PROVIDER
  • Certified WBENC
  • CENTRE FOR FIDUCIARY EXCELLENCE
  • SOC TYPE