Participant Count Changes
For the 2023 Plan Year, the methodology for counting participants has changed. Employees are counted as “participants” if they have an account balance at the end of the Plan Year.
3(16): More Resources for the Back Office
If your human resource team is feeling the stressed managing some of the tasks required to administer your retirement plan, we can help. This presentation details the services our 3(16) Administrators take on to make life easier.
Cash Balance for the Buyer & Seller
Did you know that a Cash Balance plan may be a great way to fund the purchase or buy-out of a business? This presentation covers the basics to get you started on the fundamentals of a Cash Balance plan, and then shares
401(k) ALERT: Missing Participants & Stolen Assets
Taking its inspiration from true crime dramas, this presentation explores the case of missing plan participant "Mama Marge" and missing company funds connected from accountant "Candy Man." Attendees gain insights into handling such situations from these fictious examples to improve retirement plan management and administration.
Plan Services: When Definiti Steps In
There’s an entire team of Retirement Plan Specialists who work closely with Definiti RPCs in delivering services to your plan. This presentation introduces you to the services that happen behind the scenes.
Updates on SECURE 2.0 Provisions
This informative session discussed upcoming changes impacting Required Minimum Distributions, plan amendments and long-term part-time employees. The session also highlighted future provisions plan sponsors should consider, such as automatic enrollment and Roth catch-up contributions and was followed by a Q&A session.
How Empower & Definiti Team-Up to Help You Win
Empower is ready to team up with Definiti to provide advisors with the resources you need to grow your book of business. Presenters share a couple of ideas on how Definiti is ready to help.
Nonprofit Opportunities: 403(b) & 457
Often overlooked, and sometimes avoided, nonprofit plans may offer new opportunities to serve clients. Presenters share their insights and things to watch for with these plans.
A Look at Cash Balance Plans
Cash Balance plans are a great way to build retirement savings quickly. Not all clients are a fit, but this presentation dives into the details and shows examples of when it might be a great fit.
Better Together
Better Together
