"As only the third K-12 independent school association to establish a MEP in the country, VAIS is providing a fantastic service to its member schools. Participants will see benefits such as increased retirement earning potential and reduced fees, as well as the ability to receive excellent one-on-one investment consultation. In today’s competitive market, helping educators prepare for their retirement should be a primary recruitment and retention tool our schools should be using to attract and keep the best talent in our schools."
Executive Director, Virginia Association of Independent Schools
"As the world gets more complex and schools of varying sizes face myriad challenges, working together will help schools to continue successful operations. The MEP is our first foray into collaboration at a new level/scale. We are collaborating so as to provide employees with better benefits/services, reduced fees, and greater fiduciary security. I’m excited about what could be next!"
Head of School, Blue Ridge School, VAIS Board Member & VAIS MEP Board Chair
"I want to thank you for your time and for helping me figure out the specific short-term goals that will help me with my long-term plan. I appreciate this one-on-one meeting so much! It's made a huge difference in the way I was feeling before the meeting compared to how I'm feeling now.
For the past three weeks, I've been feeling overwhelmed, very anxious, and insecure every time I wanted to make changes and have a better idea of how to improve my retirement goals and plan. Today, you have given me peace of mind by setting a simple yet much needed plan of action. I truly appreciate your guidance and help."
Participant's One-On-One Experience