• Phone(619) 260-2660
  • Address2615 Camino Del Rio South, Suite 201 San Diego, Ca 92108
  • Open HoursM - T 8:30am - 4:00pm / F 8:30am - 2:00pm
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MVI uses the term Protocol. Which usually is a reference to military planning. In this case the word has been chosen because of its strict interpretation of regulations. Well educated Trustees will share many of the following characteristics as well as the professionals they hire to execute their responsibilities.
Characteristics of a Plan Administrator

  • Honesty and integrity
  • Fairness and impartiality
  • Consensus builder
  • Transparency
  • Willingness to do due diligence
  • Preparation for all meetings
  • No exceptions in delivery of regulatory information
Effective Trusteeship and Decision Making

  • Jointly managed Benefit Plans
  • DOL and IRS enforcement responsibility
  • Accounting and Auditing
  • Understanding Employee Benefit Plan financial statements
  • Internal Controls
  • Plan Policies and Documentation
  • Performance Measurements