In our "Definiti Dispatch" message 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.
More plan sponsors are turning to 3(16) fiduciary services providers because the 3(16) Plan Administrator steps in as the co-fiduciary and dedicated administrative partner on the plan.
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
In our "Definiti Dispatch" message to clients, you'll discover how partnering with a TPA and financial advisor simplifies managing retirement plans — from compliance and enrollment to communication and data management, ensuring employee benefit programs run smoothly.
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, 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.
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.
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.
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