Bridging the Information Gap
We need to know just a few details about your plan participants: Compensation & Deferrals
Finding Your Inner Fiduciary
What exactly does it mean to be a fiduciary and what do they do? We’ll show you.
PlanSponsorLink
Take a tour of PlanSponsorLink and learn how to securely share files, find your Plan Document and more. Secure File Link Plan Documents Tab Annual Valuations
Details of a Plan Document
When you have questions about operating your plan, turn to your Plan Document.
Who Pays for What and Why
A closer look at plan services, what you get and who pays the fee.
INSIGHTS | What We Learned at the Definiti Academy
We’ve closed the books on the Retirement Academy – Class of 2022, and it was a great week full of helpful tips and things to know.
A Look at State-Mandated Plans
State-mandated retirement plans could provide access to employer-sponsored Roth IRAs (or qualifying plans from private sector) for approximately 41 million American workers. We’ll review the states that are implementing these plans and discuss alternatives.
What We’re Hearing
Through our Advisors’ Roundtable webinar series, we have an opportunity to talk with financial advisors often. We’ll open the room for a quick discussion on what we’re hearing from advisors and get your take.
Cash Balance Plans
Bridge the gap between a traditional defined benefit plan and a defined contribution plan with a cash balance plan. This plan is ideal for smaller employers with a reliable earnings stream to fund contributions every year and maximize benefits to employees nearing retirement age.
Study Hall
Go straight to the head of the class and get answers to the most common retirement plan questions from a panel of Definiti’s administrative team leaders.
