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.

We’re always working to create new resources for you and your team to learn more about your retirement plan, pending legislative and regulatory updates, and educational webinars. We’ll show you some of the resources available and where to find them.

2022 Definiti Academy Plan Sponsor Track Don’t worry if [...]

Changes to your company’s organizational structure can impact your retirement plan. Whether you’re buying or selling, or simply thinking about it, this session will help you get ready for the changes.

There’s a calendar full of important due dates and deadlines for your retirement plan. In this session, we’ll review the dates you need to remember and share resources to keep your plan compliant each year.

Retirement plan money is held in a trust account, which operates a little differently than a bank account. We’ll review the details you and your participants need to know about loans, withdrawals and distributions.

If you’re looking for a plan with higher contribution limits, a cash balance might be a good fit for you. We’ll review the benefits of a cash balance plan, and a few things you need to consider before adding one to your 401(k).

Safe harbor 401(k) plans require employers to choose one of three possible contribution options: Nonelective Contribution, Basic Match, Enhanced Match. We’ll cover these popular options, along with a few others, and explore ways to make matching work for you and your participants.

From eligibility and entry dates to tong-term part-time employees and missing participants, this session covers the all the different considerations for the participants of your plan.

Do you know the safest way to share retirement plan and participant data with Definiti? We’ll show you tips and techniques to use when sharing vulnerable data electronically with your Retirement Plan Consultant.