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.