DEFINITI ACADEMY 2024

Plan Sponsor Track Replay

We hope you learned a lot during the Definiti Academy. If you missed a session, watch the replay.

Definiti Academy for retirement plan sponsors and financial advisors

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

All About Amendments

With all the SECURE 2.0 pending provisions, it’s a good time to review the difference between mandatory and discretionary amendments to your plan document, and when they are required.

Michelle Lenihan
Document Service Team Lead

The Benefits Employees Want

From What challenges face participants as they try to save for retirement? EBRI has researched the motivations of participants and has some fresh data to share.

Bridget Bearden
Research and Development Strategist

Failed A Test? Now What?

Ever worried if you were about to make a mistake in managing your plan? We’ll review the most common mistakes to help you avoid them and share tips to fix them when mistakes find you.

Julie Goodwin
Senior Retirement Plan Consultant

Definiti’s Commitment to Customer Service

Hear from Definiti CEO, Kristin Andreski. used and exceptionally long names. We’ll review the most common retirement plans terms you should know and define them for you.

Kristin Andreski
CEO

The 3(16) Add On

Plan Sponsors can add 3(16) fiduciary services and gain a true fiduciary partner to plan. A 3(16) administrator can distribute notices, approve loans and distributions, and sign the 5500 so you don’t have to.

Lucinda Akel
3(16) Consultant

Show Me the Money: Loans & Distributions

Retirement plan money is held in a trust account, which operates a little differently than a bank account. We’ll review the details you and your participants need to know about loans, withdrawals and distributions.

Renee Rose
Loans & Distributions Specialist

KEYNOTE:
How the Election & Legislative Issues Could Impact your Plan

Legislative changes — like the SECURE Act, the CARES Act, and SECURE 2.0 — have had a big impact on retirement plans. No matter the election results, the House and the Senate will continue to work on new policies that could impact your plan. Keynote speaker Pat Toomey, U.S. Senator, PA – Retired, will share his inside perspective on what could happen next.

Pat Toomey
U.S. Senator, PA – Retired
Kristin Andreski
CEO, Definiti

What Have I Signed Up For? Retirement Plan Roles & Responsibilities

One of the most common questions we hear is “Who Does What?” And we completely understand. We’re here to help you get the most from your 401(k) and we’ll walk you through all you need to know. We’ve asked Krystal Wilson to talk about the roles and responsibilities because it’s important for you to know all that Definiti does on your behalf as your TPA.

Krystal Wilson
New Business Implementation Manager


ADDITIONAL RESOURCES

2025 Annual Contribution Limits and The Compliance Calendar

The IRS has released the Annual Plan Contribution Limits for 2025 and what that means for you. Let’s walk through the new numbers and talk about the annual calendar to see what needs to be done and when.

Dakota Maher
Defined Contribution Administration Manager

Your Annual Plan Review: Get Ready for 2025 Plan Year

Definiti is here to help you with your 401(k). The end of the year is a great time to have an Annual Plan Review with your Retirement Plan Consultant. Let’s take a look at a few things you may want to consider before the new year begins, and how your RPC can help.

Colleen Windham
Relationship Manager

Ready for SECURE 2.0? Definiti is Here to Help

Learn how Definiti is ready to keep plans healthy with the upcoming SECURE 2.0 plan provisions. Curious how auto-enrollment will help your participants? 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, Relationship Manager
Matt Knorr, Director of DC Operations
Michelle Lenihan, Document Services Team Lead

Meet the 3(16) Plan Administrator: The Smart Way to Manage a 401(k)

When you add a 3(16) Plan Administrator to your retirement plan team, you get a co-fiduciary partner to help you avoid the most common plan mistakes. You can delegate many time-intensive plan tasks to a trusted administrative partner.

Leslie Draper
Director, 3(16) Fiduciary Services

All About Participants

From eligibility and entry dates to tong-term part-time employees and missing participants, this session covers the all the different considerations for the participants of your plan.

Mary Martin
Manager, Defined Contributions