Learn how Definiti is ready to keep plans healthy with the upcoming SECURE 2.0 plan provisions. Curious how auto-enrollment will help your clients with their plans? Or how do the higher catch-up limits for workers age 60-63 work? Definiti’s panel of experts is here to help.

Betsy Schaaf
ERISA Attorney
Matt Knorr
Director of DC Operations
Michelle Lenihan
Document Services Team Lead

Learn how having the proper framework and prospecting tools can help you qualify new opportunities and give you a foot in the door with plan sponsors.

Danny Boychuck
Business Development Director

The unbundled retirement plan administration model offers a “best of the best” approach with more flexibility, complete customization and overall plan control.

Ross Johnson
Strategic Account Manager

Keynote speaker Will Hansen, Chief Government Affairs Officer at ARA, shares his insights on how the outcome of the 2024 election may impact retirement plans.

Will Hansen
Chief Government Affairs Officer

A 401(k) plan where brokerage accounts are the sole investment option may appeal to plans with only business owners who want to work with a financial professional and select from a wide range of investment options. But there are a few things to keep in mind. Resources Provided.

Karyn Dzurisin
TPA Retirement Plan Counselor Manager

Get to know the leaders who are working to build a TPA partner you can trust. Richard Frink, Head of Sales, and Kristin Andreski, CEO, share how Definiti is focused on helping advisors win.

Sean Miller
National Account Director – TPA

Market Value Adjustments (MVAs) are typically associated with stable value funds. But when interest rates rise, the value of these investments can be negatively impacted. Learn how to help clients plan for MVAs.

Kevin McDonough
Sr. Director, Distribution-Retirement Solutions

Supporting plan sponsors and their employees to achieve their goals requires evolving expertise. In its 15th year, this survey reveals current trends to help advisors adapt their business strategy to meet current and future client demands.

Joseph Fox
Sr. Regional Investment Consultant – DCIO Specialist

When you add a 3(16) Plan Administrator to a retirement plan team, clients get a trusted co-fiduciary to take care of the day-to-day administrative tasks and avoid the most common plan mistakes.

Staci Hitchcock
Regional Sales Director

SECURE 2.0 allows Plan Sponsors to terminate a SIMPLE plan mid-year, if replaced by a safe harbor 401(k) plan. Participants can take advantage of higher contribution limits and greater flexibility with the plan design.

David Castina
Regional Vice President