ERISA Connection: New Catch-Up Contributions for Ages 60-63 Starting in 2025
Definiti's ERISA Connection article covers new catch-up contribution limits for plan participants age 60-63, starting in 2025.
DISPATCH | How Definiti is Addressing SECURE 2.0 Plan Provisions
In our "Definiti Dispatch" email to clients, we share recommendations on how clients might update their retirement plans to incorporate certain SECURE 2.0-related plan provisions.
INSIGHTS | 3(16) Administration Services: The Smarter Way to Keep Your Retirement Plan Healthy
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.
ERISA Connection: Preparing Plans for Auto-Enrollment
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.
DISPATCH | Simplifying Retirement Plans with Definiti and Your Financial Advisor
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.
INSIGHTS | 401(k) vs. 403(b): Understanding the Differences
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.
INSIGHTS | How Your TPA and Financial Advisor Work Together To Ease Your Retirement Plan Concerns
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.
ERISA Connection: IRS Issues “Grab-Bag” of Guidance for SECURE 2.0
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.
DISPATCH | More SECURE 2.0 Updates and How to Find Missing Participants
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.
INSIGHTS | Addressing the Burden of Missing Retirement Plan Participants
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.
