DISPATCH | Are You Ready? Enrolling Long-Term Part-Time Employees
In our "Definiti Dispatch" email to clients, we remind retirement plan sponsors about the long-term part-time rules that became effective January 1, 2024.
Definiti Appoints New Sales and ERISA Leadership
Definiti, a national leader in retirement services, announced the appointment of Richard Frink as Head of Sales and Betsy Schaaf as ERISA Counsel.
INSIGHTS | In Case You Missed Them: Best of Our Retirement Insights Blog
Definiti provides valuable insights and guidance through regular Insights articles to help retirement plan sponsors and financial advisors navigate the complex retirement landscape.
Enrolling Long-Term Part-Time Employees
Long-term part-time employees who weren’t previously eligible may now have an opportunity to make salary deferral contributions to your plan.
Definiti Announces Acquisition of Retirement LLC
Definiti, a national retirement services firm, today announced the acquisition of Retirement LLC.
Definiti Welcomes New Finance Leadership
Definiti is pleased to announce the appointment of Russell Polin as Chief Financial Officer and Magda Farren, CPA, as Chief Accounting Officer.
The Art of the One Meeting Close (American Funds)
The Art of the One Meeting Close
Eligibility
This session covers your questions on eligibility and entry dates, including to long-term part-time employees.
Definiti Expands with Werntz & Associates
Definiti, a national retirement services firm, today announced the acquisition of Werntz & Associates of Little Rock, Arkansas.
Definiti Appoints Former U.S. Senator and AssetMark CEO to Board of Managers
Former U.S. Senator Pat Toomey and AssetMark CEO Ron Cordes to have been named to the Definiti Board of Managers bringing decades of retirement policy and financial services experience.
