DEFINITI ACADEMY 2024
Advisor Track Replay
We hope you learned a lot during the Definiti Academy. If you missed a session, watch the replay.
At The Helm: What You Can Expect From Definiti
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.
Kristin Andreski
Chief Executive Officer
Richard Frink
Head of Sales
Building Financial Futures With Fidelity Edge
View the latest plan trends and participant data from one of the industry’s most comprehensive proprietary collections of defined contribution plan and participant information. How do your plan sponsor clients compare?
Al Metaloni
Vice President, Retirement Director
Margeaux Makey
Vice President, Regional Account Executive
3(16) Services: Why They Make Sense For Plan Sponsors
Discover which clients are a fit for 3(16) services, how clients benefit and how much value 3(16) services can add to a plan. John Kelly and Lucinda Akel share all the details in this Definiti Academy session.
John Kelly
Regional Sales Director, Midwest Territory
Lucinda Akel
3(16) Consultant
SIMPLE to 401(K) Opportunities
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.
Julie Casey
Regional Relationship Director
Jay Bowen
Regional Vice President
Market Value Adjustments
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
Senior Director of Sales, Pittsburg
Cash Balance Plans & Buyouts
Leverage a Cash Balance plan to fund the purchase or buy-out of a business and leverage tax-saving opportunities. Dana Hagen and Leah Johnson share the ins-and-out of this strategy in one of the most popular Definiti Academy sessions.
Dana Hagen
Regional Sales Director, Dakotas Territory
Leah Johnson
Director of Defined Benefit Administration
SECURE 2.0 Recordkeeping Resources
Recordkeepers are working hard to prepare for several of the implementation of SECURE 2.0 provisions. Hear an update on how Transamerica will manage these new provisions.
Joshua MacDonald
National Director, TPA Business Development
State Facilitated Retirement Plans
There are reasons to choose a 401(k) plan over a state-mandated plan. In this presentation, learn the reasons why state-mandated plans can’t compete with a 401(k) plan.
Robert Tonelli
National TPA Channel Director
The Benefits of the Distinguished Partner Program
The Definiti Distinguished Partner program, or DDP as we like to call it, is proving to be a valuable resource for those financial advisors who are awarded the recognition. Hear first-hand from one of our DDP’s on how he leverages the resources to benefit his clients, and his practice.
Will Hollinbeck
Strategic Accounts Manager
Jeff Lester
Eide Bailey
The Art of the One-Meeting Close
Financial advisors may want to consider selling retirement plans as part of their practice. Just two plans a year can make a big difference to their bottom line. American Funds illustrates how this small strategy can make a big impact.
Joe Mulcahy
TPA Retirement Plan Counselor
SECURE 2.0: Definiti Defaults
SECURE 2.0 included 90+ provisions that could have an impact on your plan. Definiti has carefully reviewed all the provisions, and we’re making recommendations on how our portfolio of clients may want to amend their plan to adopt the new optional provisions.
Betsy Schaaf
ERISA Counsel
