How We Help

Advisors

We Help You Earn Business
Here's How

Stair-Step QDIASM – An MVP Strategy

At MVP, we place a lot of value in the advisors with whom we work! We are constantly developing ways to bring value to these advisors so they can bring it to their clients and win more business. Stair-Step QDIASM is technology MVP created for our advisors. This first-of-its-kind retirement plan technology allows advisors to bring their expertise to the forefront and offer risk-based QDIAs in lieu of target date funds. Read more on Stair-Step QDIASM in our White Papers.

 

MVP Serves as the Hub

MVP as the Hub (1)

 

Stair-Step QDIA
CLICK THE IMAGE TO DOWNLOAD OUR WHITEPAPER AND LEARN MORE ABOUT STAIR-STEP QDIASM

Advisor Partnership With MVP

We believe that the best relationships begin with learning how we can work together and develop a process to effectively serve our clients. MVP will work hard to help you win business and commit to doing all we can to create opportunities and stay in the forefront of our industry. We will find innovative ways and provide tools to help you sell and keep business!

Learn More About Our Advisor Partnership Benefits

MVP is in the business of helping you win it and keep it!

MVP works with you to build healthy and long-lasting relationships with your clients. We believe the best service for the Plan Sponsor and Plan Participants is achieved when there is a strong relationship with the providers who manage their plan. That is why we “partner” with the advisors we work with which helps you keep and earn more business!

Helping you keep and earn more business.
We're about building great relationships.

Why You Can Trust Us

We have smart, hard-working, dedicated employees who, not only are great at what they do, but they care! Our relationships with every one of our clients is something we take pride in. We want to be sure that we keep these relationships strong. To keep our clients happy, here are a few things that are important to us:

Honesty First
We try to be perfect but know that we are not. If we make a mistake, we will own it, fix it, learn from it, and make improvements.
Security Is Important
We take this very seriously and work hard to keep information protected. We not only communicate and transmit securely but promote receiving information securely as well. We will provide secure tools for transmission if the client doesn't have them.
We Won't Compete
We are not investment advisors; we will not sell investments as we only want to work with the experts who do!

Full Fee Disclosure

We try and keep it simple, especially in an industry where fees never are! We charge a fee based upon a range of employees and do not nickel-and-dime our clients for “add-on” services. The advisor can choose the investment arrangement for the plan to keep the fees as low as possible. We do not keep revenue sharing to affect our bottom line. We allow the advisor and Plan Sponsor to determine how it should be used – as fee equalization or fee offset.

Let's Talk
Sounds like a good time to strike up a conversation about our plans and services. You can get in touch with us by calling us at 1-866-687-6877 or using the contact us form.