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Sep 21, 2017 1-2 PM EDT
FREE
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Join us for a webinar on retirement planning for business and contractors. Chris Schaefer of MV Financial will cover the common operational and investment mistakes/issues that retirement plan sponsors often make and encounter, such as 404(c) compliance, definition of compensation, eligibility inconsistencies and understanding the fee structure of investment options. 
The session will also cover:
  • Plan sponsor fiduciary responsibilities and liabilities
  • Examples and case studies
  • Practical steps for plan sponsors to mitigate fiduciary liability, including specific actions that can be implemented immediately
This program is not available for CLE, CPE, CLP or other credits as a live program.  

This webinar is sponsored by MV Financial

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. Our original, innovative research sets the foundation. Our customized solutions set us apart.
About Our Presenter ...
Chris Schaefer, CFP®, CPA/PFS, Head of Retirement Plan Practice
MV Financial

Chris Schaefer leads MV Financial's Retirement Plan Practice, with over 10 years on the MV Financial team. He oversees all aspects of MVF's retirement plan management, where his duties include; developing proper plan design, investment strategy and options, participant education and management of client relationships. Chris is also a senior advisor at MVF, where he manages all aspects of his private client relationships. In both capacities, Chris works closely with the firm’s investment management, portfolio operations and client services divisions.
Chris is a key member of MV Financial’s investment committee, participating in asset allocation and investment selection decisions as well as overall strategy formulation. His training and distinctive skillset as a CPA and audit professional adds an invaluable dimension to the financial advice he provides to clients.
Prior to joining MV Financial, Chris spent five years at PricewaterhouseCoopers LLP in the Audit and Assurance Services group. His specialization was in financial services, with specific expertise in the banking and mortgage banking industries. While there, he also gained experience in investment management, real estate, insurance, and pension plan strategies for large employer plans.
Chris holds a B.S. degree, cum laude, from Loyola University in Maryland, where he was a member of the Beta Alpha Psi (Accounting) and Beta Gamma Sigma (Business) honor societies. He obtained an Executive Certificate in Financial Planning from Georgetown University in 2003.