401(k)s and 403(b) plans are two popular retirement savings vehicles. When offering retirement plan benefits, selecting the right plan type is crucial for both employers and their employees.
Definiti announced that Delaware Valley Retirement, Inc., in Ridley Park, Pennsylvania has become the most recent TPA to join the growing organization.
Definiti, your financial advisor and other providers, like The Fiduciary Studio, your recordkeeper and payroll provider, work collaboratively to streamline retirement plan activities, alleviating as many "pain points" as possible.
When your TPA joins Definiti, you may have some questions. Becoming Definiti allow us to deliver even more value to Plan Sponsors, financial advisors and partners. As always, we’re here to help.
Definiti announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources, insightful activity reports and expert service solutions.
In this ERISA Connection article for retirement plan sponsors and their financial advisors, you'll find information about the delayed amendment deadline and mandatory automatic enrollment for CODAs.
In our "Definiti Dispatch" email to clients, we share our recommendations on optional SECURE 2.0 plan provisions, an article on missing plan participants and some reminders about your obligations to deposit employee contributions correctly and on time.
When a plan participant can't be reached by their former employer, it not only impacts the distribution of retirement plan benefits but also prevents them from accessing their hard-earned retirement savings.
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 you may want to amend your plan to adopt the new optional provisions.
Definiti, a national retirement services firm, today announced the appointment of Kristin Andreski as Chief Executive Officer,
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