From 401(k) plan design and administration, compliance and actuarial consulting to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees. With hundreds of experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants, Definiti helps clients define what’s possible with workplace retirement plans.

Definiti built its business around a singular focus: delivering trusted, clear advice and workplace retirement plan solutions for plan sponsors, and those advising them. Definiti is an evolution of this business — we’re committed to retaining the local relationships and expertise you count on and take the step forward to make more retirement resources readily available and accessible to you.

Definiti is the ideal partner to realize the next chapter for us. They share the same focus on providing a great experience for clients, and we know our clients will be well served.

What does this mean for me?

The quality service you have come to expect remains a priority. The administrator currently assigned to your plan will continue to be your point of contact to answer questions, help keep your plan in compliance, and address any plan administration issues.

This decision comes after some time of successful collaboration and focused conversation with Definiti. There are several reasons why this next chapter with Definiti means great things for all of us.

• Focus on Building Strong, Personal Relationships. Delaware Valley Retirement is focused first on building personal relationships with our clients, and it was important to find a partner that shares that same motivation. Definiti does. In fact, Definiti is committed to creating Customer Delight each day.
• Retaining Our Talented Team. Early in the process, Definiti let us know they wanted to retain the talents of our team, which was part of our search criteria. Definiti also provides our team the opportunity to grow with several career paths available.
• Proven Experience with Successful Acquisitions. Definiti has significant experience in successfully integrating several TPAs into their operations and is the best suited to prepare for the next chapter. We are confident that you will experience a smooth transition as well.
• Complete Suite of Services​​​​​​​. From smart retirement plan design, regulatory compliance review and recordkeeping to pension outsourcing, actuarial consulting and 3(16) fiduciary services, Definiti delivers comprehensive third-party administrative services for defined contribution and defined benefit plans.
  
• Committed to Data Security.​​​​​​​ All of your sensitive plan data is secure and protected behind robust cybersecurity systems. Definiti invests in technology and processes that keep private information private.

​​​​​Who should I call with questions about my plan?

Many of the people you rely on to answer questions, address concerns, and help solve tricky plan issues remain in place. As always, we’re here to help. Continue to reach out to your regular contacts within our organization. And rest assured, we’ll update you if administrative or organizational changes are made.

Where is Definiti located?

As a remote-first company, Definiti operates from coast-to-coast. Most of our skilled retirement experts work together remotely across the country with virtual tools and connected networks. The company’s primary mailing address is: 3 Holland Street, Erie, PA 16507.

Will email addresses change?

Our team will get new email addresses once the integration is complete. To make it easy, our old email addresses will automatically forward to the new accounts, so we’ll never lose an email you send us. Team members will share their new email addresses once they’re activated.

Do plan documents and contracts need to be updated?

Current plan documents and contracts remain valid and Definiti will honor them. We’ll contact you directly if any updates to contracts are needed.

Will proposals and pricing illustrations change?

Current pricing, service agreements and terms remain unchanged under Definiti. We’ll issue Definiti proposals and illustrations once the name change is complete. Rest assured, we’ll accept any active proposals from legacy operating companies and write the plan document as Definiti once it is sold.

Is a new W-9 from Definiti required for billing?

A new W-9 isn’t required when companies join Definiti. However, you can contact billingteam@definiti.com to request a W-9 from Definiti.

Will invoices be different?

There may be a few differences on how invoices are delivered to you. For instance, Definiti invoices clients electronically. You may also notice the company name you’re familiar with include the phrase “A Definiti Company”.

We’re pleased to offer the following payment methods: 1) ACH; 2) credit card; 3) auto debit authorization; 4) from plan assets; 5) plan forfeitures; or 6) paper check if necessary. Contact billingteam@definiti.com with questions or to request more information.

Is there a website and new online resources?

Plan sponsor and participant online data will be consolidated with Definiti online resources over the next few months. Continue to use the current site to access your plan data until you’re notified your plan has been successfully migrated onto the Definiti system.

Definiti.com serves as a centralized resource to learn of our services, stay on top of your account, and get our latest news.

What if I have more questions?

Your current company contact is a great place to continue the conversation, and we’d be happy to connect you with the right person.