Signing up for MVPkPlanSM is easy! You will only need a few things to get started such as your company’s general business information (e.g. EIN and ownership breakdown), then it’s as simple as following these steps:
Step 1 - Complete the New Client Set-up Form
Complete the New Client Set-up Form and Service Agreement below and electronically sign. Once completed, we will receive the documents at MVP to start working on your plan.
Step 2 - We'll Be in Touch!
Now that you’ve completed the client set up and service agreement an MVP(k) Plan℠ Team member will contact you as soon as possible. We’re excited that you’ve chosen us as a retirement planning partner!