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.
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
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.
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.
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.
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.
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.
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
There are some key differences between 401(k)s and 403(b)s. This session will show you the marketplace and give you opportunities to expand your Book of Business.
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