Retirement Plans Built for Your People & Your Peace of Mind
Plans that align with your company's goals
Offering a retirement plan is one of the most powerful ways to attract talent, retain employees, and show your team you’re invested in their future. But when you sponsor a 401(k) or similar plan, you’re also stepping into the role of a fiduciary—one with complex legal and compliance responsibilities.
At MVM Advisors, we help business owners and plan sponsors design, implement, and maintain retirement plans that align with their company goals while staying compliant with ERISA and Department of Labor standards. Whether you’re starting from scratch or looking to improve an existing plan, we’re here to help simplify the process and reduce your liability.
What we Offer
Full 401(k) Plan Design & Benchmarking
ERISA Fiduciary Guidance
Investment Lineup Design
Employee Education & Enrollment
Cost Analysis & provider fee transparency
Plan Reviews, Audits & Compliance
Additional Considerations
Not all service providers are fiduciaries — understanding who holds responsibility is critical
Hiring a 3(38) fiduciary can delegate investment decision-making, but does not eliminate your duty to oversee them
Plans with over 100 eligible employees may require annual independent audits
MVM can help benchmark providers, fees, and plan performance to ensure you’re meeting fiduciary standards
We assist with plan sponsor education, document reviews, and process improvement
WHY IT MATTERS?
Business Plans require expert guidance
A company-sponsored retirement plan isn’t just an employee benefit—it’s a legal responsibility. As a fiduciary, you’re held to the highest standard of care under ERISA, and selecting the wrong service providers or failing to monitor investments can expose you to personal liability.
MVM helps protect you by putting the right process, team, and documentation in place. We not only assist in designing a plan that works for your company, but we also help you understand—and fulfill—your fiduciary obligations.
Simple & Straightforward.
Let's Build your investment future together
Partner with MVM Advisors to bring clarity, confidence, and expertise to your portfolio strategy.
