MVP Plan Administrators, Inc.

MVP Plan Administrators, Inc. MVP Plan Administrators, Inc. is a third-party administrator and record keeper of employer-sponsored retirement plans. came to be.

We’ve been asked many times how MVP Plan Administrators, Inc. It seems a challenge to answer at times, telling the story of just MVP or the story of how MVP started on the most tragic day in American history. Kelly Musico, Mark Vaughn and Michele Powell, the founders of MVP, met through business relationships. Being honest, we previously worked in an environment that when stories are told about ou

r experiences they are almost unbelievable. So we chose to move on and set out to establish our own business. As you can see, “MVP” was taken from our last names and from our humble beginnings in Kelly’s basement, MVP was open for business on September 11, 2001. That day started out as a new beginning for us personally and professionally, fueled by our excitement and determination to create our vision of being a leader in 401(k) plan administration. We began that day strategizing our business, how to develop our vision and become an industry leader. We ordered computers and software, discussed marketing and ways to get our future clients to trust in us (as we had no clients on our first day!). As the morning developed, we began hearing of the tragic news and events of September 11, 2001. As with many of our fellow Americans, our focus shifted from our new beginning to mourning. An announcement that we were open for business no longer seemed important. Driven by our American spirit and pride, we were determined to move forward with America and not let a date be a reflection of who we are. We knew that with our combined experience and our collective vision of using technology, we would succeed. America is the greatest country in the world, and MVP is proof of what can be achieved. We kept pace and self-funded MVP. We finally did make the announcement that we were open for business. Our first clients were those that knew us personally and believed in our experience and commitment to provide quality services. Soon, those initial relationships led to others as we earned our reputation as an industry leader in the retirement industry. We have a few mementos in our office that serve as a reminder of our humble beginnings: an American Flag, a deck of UNO playing cards (which is now artwork), and a picture of our first assistants, Kelly’s cats Buddy, Bosco and Sissy, who “worked” alongside us in the basement. Today, 12 years later we are still passionate and driven to be the best, but now with a team of MVP’ers, (18 of us) and we also now have offices. What sets us aside from others is not only our knowledge and experience but our personal touch for client satisfaction. We take every opportunity to learn and find better and improved ways to serve our clients. Customer service is a top priority. Our client’s feedback and satisfaction are always foremost. We are committed to provide personalized, quality services. That was our vision from the beginning and remains so today. We truly do try to affect our industry and not just let it affect us. We are innovators and in an industry where service is the product, we are now venturing into providing an actual product as well. We are excited about what lies ahead and we think an opportunity like Small Business Big Game, might help us get to the next level.

MVP Plan Administrators was proud to be part of Air2026 in Carlsbad, CA.Our Director of Plan Audits & Strategic Initiati...
03/23/2026

MVP Plan Administrators was proud to be part of Air2026 in Carlsbad, CA.

Our Director of Plan Audits & Strategic Initiatives, Aubrey Fouts, attended and brought back valuable insights on automation, APIs, and the future of TPA operations. AiR, Automation in Retirement Conference, is considered the premier event for tech-forward retirement plan consultants, and this year’s message was clear: firms that streamline processes and invest in smarter technology will lead the next phase of our industry.

We’re excited to continue evolving and putting these ideas into action.

Congratulations to this year’s MVP Employees of the Year, Britney Swanson and Juliet Wall!Britney began her career with ...
12/12/2025

Congratulations to this year’s MVP Employees of the Year, Britney Swanson and Juliet Wall!

Britney began her career with MVP as an Associate Relationship Manager, moved into Distributions, and now thrives as our Recordkeeping Specialist. She consistently embraces new challenges with confidence and excels at every turn. Her adaptability, commitment to high-quality work, and willingness to go above and beyond make her an invaluable member of our team.

Juliet also joined MVP as an Associate Relationship Manager and has recently earned a well-deserved promotion to Relationship Manager. Her dedication to client service, strong work ethic, and steady commitment embody exactly what we aim to cultivate within MVP. Juliet’s reliability set a remarkable standard.

Both Britney and Juliet are exceptional contributors whose professionalism, teamwork, and dedication represent the very best of MVP. As part of our long-standing tradition, each was honored with diamond stud earrings in recognition of this achievement, along with the coveted Exclusive Diamond Duck, a true testament to being the best of the best!

Please join us in celebrating Britney and Juliet for their outstanding accomplishments and well-earned recognition.

We are HIRING! Looking for a career oriented professional to join our team in this fully remote position! Full line of b...
11/21/2025

We are HIRING! Looking for a career oriented professional to join our team in this fully remote position! Full line of benefits including employee paid health insurance! Go to www.mvp401k.com for more details and apply today!

Senior Compliance Analyst

Job purpose
Support MVP’s mission, vision, and purpose. Under the supervision of Management, specifically the Director of Recordkeeping and Chief Compliance Officer, this position performs and analyzes results of all plan compliance testing/calculations using MVP’s compliance system along with other custodian websites and Workflow software. Independent judgment is required to plan, prioritize, and organize the workload within a fast-paced, deadline-driven environment. Works on projects/matters of varying complexity based on firm need.

MVP Plan Administrators is a third-party administrator and record keeper for employer-sponsored retirement plans. Let us help you!

Exciting news at MVP! We’re thrilled to announce the promotions of three of our talented team members:Jillian Britt – Di...
11/19/2025

Exciting news at MVP! We’re thrilled to announce the promotions of three of our talented team members:

Jillian Britt – Director of TPA Services
Aubrey Fouts – Director of Plan Audits and Strategic Initiatives
Juliet Wall – Relationship Manager

At MVP, we are committed to expanding opportunities for our exceptional employees, empowering them to grow in alignment with our strategic initiatives. These well-deserved promotions reflect their dedication, expertise, and the incredible impact they have on our clients and our team.

Please join us in congratulating Jillian, Aubrey, and Juliet on their new roles!

Please join us in welcoming Colleen Bonadona to MVP! Colleen joins us as an Associate Relationship Manager, supporting o...
11/12/2025

Please join us in welcoming Colleen Bonadona to MVP!

Colleen joins us as an Associate Relationship Manager, supporting our professional Relationship Management team. She brings a strong background in retirement plan administration, with hands-on experience in Distributions and Compliance. Colleen also holds the Qualified 401(k) Administrator (QKA) credential.

We’re thrilled to have Colleen on board and look forward to the expertise and energy she brings to MVP!

It is with heavy hearts that we share the passing of our dear colleague and friend, Joyce. Joyce was a cherished member ...
10/24/2025

It is with heavy hearts that we share the passing of our dear colleague and friend, Joyce. Joyce was a cherished member of our MVP family whose warmth, positivity, and kindness touched everyone she met. Her bright spirit, laughter, and unwavering optimism made every day brighter for those around her.

We are heartbroken by this loss and will deeply miss her presence in our lives and in our workplace. Joyce will always be remembered with love, gratitude, and admiration by all of us at MVP.

Our thoughts and prayers are with her family and loved ones during this difficult time.

Share Memories of Joyce & Support the Yaccarino Family

Today marks 24 years since MVP opened its doors, on what would become one of the most tragic days in American history, S...
09/11/2025

Today marks 24 years since MVP opened its doors, on what would become one of the most tragic days in American history, September 11, 2001.

No one waking up that morning could have imagined the events that would unfold. What began as the launch of a dream for a small company quickly became overshadowed by unthinkable sorrow, as the nation watched in horror. On that day, 2,977 lives were lost, and America was forever changed.

While MVP was born on 9/11, we have never allowed our anniversary to overshadow the profound weight this date carries. Instead, we have always approached it with humility and reverence, knowing that our story is just a small thread in the larger fabric of the American spirit.

We are a testament to that spirit; resilient, determined, and deeply grateful. From 3 people and a dream, to 24 years of growth, challenges, and triumphs, MVP stands as a living example that the American dream endures, even in the face of unimaginable loss.

Today, we pause to remember. To honor the lives lost. To reflect on what it means to grow in the shadow of that day, and to give thanks for the opportunities and freedoms we have.

God bless America and thank you to everyone who has helped make MVP what it is today.

Please join us in giving a warm welcome to the newest members of our team! We’re excited to introduce Erin Stone, our ne...
07/18/2025

Please join us in giving a warm welcome to the newest members of our team!

We’re excited to introduce Erin Stone, our new Distribution Specialist, and Kati Yonce, our new Relationship Manager. Both bring years of valuable experience and a passion for delivering exceptional service.

We’re thrilled to have them on board and can’t wait to see the great things they’ll accomplish!

Celebrating 24 Years of MVP Plan Administrators! From three people, a basement, and a deck of Uno cards, to nearly 30 in...
07/18/2025

Celebrating 24 Years of MVP Plan Administrators!

From three people, a basement, and a deck of Uno cards, to nearly 30 incredible team members across 13 states, serving clients around the globe, what a journey it's been!

MVP Plan Administrators was built on grit, passion, and a belief that we could do things differently, and better. Today, as we celebrate 24 amazing years, we’re filled with gratitude for how far we’ve come.

-To our clients – thank you for trusting us with your plans and partnering with us year after year.
-To our business partners – your collaboration and support have helped us grow and thrive.
-To our dedicated MVP team – you are the heart of everything we do. Your commitment, talent, and drive are what make us who we are.

We’re proud of our past and even more excited about what’s ahead. Here’s to continuing to deliver the exceptional service and care our name stands for, the MVP way.

Join Our Team – We’re Hiring for two experienced professionals.MVP is looking for two experienced and highly qualified p...
04/07/2025

Join Our Team – We’re Hiring for two experienced professionals.

MVP is looking for two experienced and highly qualified professionals to join our dynamic team. If you're passionate about providing exceptional service and thrive in a fast-paced, client-focused environment, we want to hear from you!

1. Relationship Manager - Admin Only As a Relationship Manager, you’ll play a pivotal role in the administration of 401(k) plans, ensuring smooth operations and providing high-level support to employers, plan participants, and advisors. This role demands attention to detail, a client-centric focus, and advanced administrative skills.

Key Responsibilities:

Manage communication with clients, advisors, and participants, ensuring timely and accurate plan information.

Perform complex trust accounting and reconcile year-end financials.

Handle payroll uploads, compliance testing, and prepare Form 5500s.

Provide troubleshooting and resolve discrepancies with clients and advisors.

Lead projects within the team, manage multiple priorities, and promote a positive work environment.

Qualifications:

* 2+ years of experience in 401(k) plan administration.
* Advanced proficiency in Microsoft Excel, QuickBooks, and other related platforms.
* Bachelor’s degree in Accounting, Finance, or related field preferred.
* QKA/QPA designation a plus.

2. Distribution Specialist - As an Experienced Distribution Specialist, you’ll be the go-to contact for clients and participants regarding distribution and loan requests. You will ensure compliance, oversee distribution-related projects, and maintain strong client relationships while managing sensitive data with the utmost professionalism.

Key Responsibilities:

Handle client, advisor, and participant inquiries regarding distribution and loan requests.

Review distribution paperwork for completeness and compliance.

Process various distributions (lump-sum, hardship, RMDs, etc.) and oversee force-out processes.

Manage 1099R reporting and engage in operations meetings to identify operational issues.

Lead distribution projects, prioritize tasks, and ensure timely ex*****on.

Qualifications:

* 3+ years of experience in a retirement plan services or financial services environment.
* Strong attention to detail and proficiency in Microsoft Office and QuickBooks.
* Excellent communication skills and the ability to manage sensitive information.
* Retirement Plan Fundamentals or NIPPA Distribution Certification a plus.

Why MVP?

Flexible Work Environment – Remote options available for a great work-life balance.

Competitive Salary – Along with performance-based incentives and an excellent benefits package.

Professional Growth – Join a collaborative and supportive team with plenty of opportunities to advance.

If you’re an experienced professional with a passion for delivering high-quality service, apply today to join MVP and make a significant impact.

To Apply: Visit us at www.mvp401k.com Careers

MVP is an equal opportunity employer.

MVP Plan Administrators is a third-party administrator and record keeper for employer-sponsored retirement plans. Let us help you!

After 13 incredible years, we are bittersweetly announcing the retirement of our amazing Julie! Julie has been an integr...
04/04/2025

After 13 incredible years, we are bittersweetly announcing the retirement of our amazing Julie!

Julie has been an integral part of our company, and her dedication, hard work, and positive spirit have left a lasting impact on all of us. As a small business, every employee makes their mark, and Julie’s contributions have truly shaped who we are today. We are beyond grateful for her commitment and the professionalism she brought to everything she did.

We feel incredibly fortunate to have such dedicated employees who choose to build their careers with us and retire with MVP Plan Administrators as their home. It’s a testament to the family-like culture we’ve worked so hard to cultivate.

Last night, we had the honor of celebrating Julie and her remarkable career with a special reception. We’re sending her and her husband off to enjoy the Final Four because she’s a true MVP in every sense of the word!

Thank you, Julie, for everything. You will always have a place in our hearts and in the history of this company. Enjoy your well-deserved retirement!

Address

300 South Main Street, Suite 328
Holly Springs, NC
27540

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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