2022 Definiti Academy
Advisor Track

Bridge the gap between a traditional defined benefit plan and a defined contribution plan with a cash balance plan. This plan is ideal for smaller employers with a reliable earnings stream to fund contributions every year and maximize benefits to employees nearing retirement age.

Matt King
National TPA Relationship Director – Retirement Solutions

David Foley
Regional Vice President
Retirement Solutions, Retail Product Distribution

Norman Gaskins
Vice President, Intermediary Distribution Channel