401(k) 101: Failed a Test? Now What?
2022 Definiti Academy Plan Sponsor Track Don’t worry if [...]
The Unexpected: HSAs & Emergency Savings
For many Americans, quick access to cash in an emergency can be a game changer. Unlike retirement savings, a health savings account and an emergency savings account gives employees immediate access to cash.
A Washington Update
How will policy and politics influence the legislative outlook in the next year? American Funds examines the legislative agenda and offers insight on what could be one of the more consequential midterm elections in U.S. history.
Bought or Sold: How Your Plan Changes with M&A
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.
401(k) 101: A Year in the Life (of a Plan)
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.
The Modern 401(k) Advisor
Take a look at market forecasts and consider financial advisor practice trends. There are service efficiencies you can implement in your business that can give you a cutting edge.
PlanSponsor Link
Definiti is excited to launch PlanSponsorLink, a new, web-based client portal to share and receive plan information securely with plan sponsors and financial advisors. We’ll show you what you can find in the portal and how you’ll use PlanSponsorLink in service to your clients’ plans.
Financial Wellness: A Complete Picture
Helping participants understand how workplace benefits and savings can work in tandem is just one way to help them plan for the future they dream of.
Show Me the Money Loans and Distributions
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.
Adding a Cash Balance Plan to Your 401(k)
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).
