Get to know the leaders who are working to build a TPA partner you can trust. Richard Frink, Head of Sales, and Kristin Andreski, CEO, share how Definiti is focused on helping advisors win.

Kristin Andreski
Chief Executive Officer
Richard Frink
Head of Sales

View the latest plan trends and participant data from one of the industry’s most comprehensive proprietary collections of defined contribution plan and participant information. How do your plan sponsor clients compare?

Al Metaloni
Vice President, Retirement Director
Margeaux Makey
Vice President, Regional Account Executive

Discover which clients are a fit for 3(16) services, how clients benefit and how much value 3(16) services can add to a plan. John Kelly and Lucinda Akel share all the details in this Definiti Academy session.

John Kelly
Regional Sales Director, Midwest Territory
Lucinda Akel
3(16) Consultant

SECURE 2.0 allows Plan Sponsors to terminate a SIMPLE plan mid-year, if replaced by a safe harbor 401(k) plan. Participants can take advantage of higher contribution limits and greater flexibility with the plan design.

Julie Casey
Regional Relationship Director

Jay Bowen
Regional Vice President

Market Value Adjustments (MVAs) are typically associated with stable value funds. But when interest rates rise, the value of these investments can be negatively impacted. Learn how to help clients plan for MVAs.

Kevin McDonough
Senior Director of Sales, Pittsburg

Leverage a Cash Balance plan to fund the purchase or buy-out of a business and leverage tax-saving opportunities. Dana Hagen and Leah Johnson share the ins-and-out of this strategy in one of the most popular Definiti Academy sessions.

Dana Hagen
Regional Sales Director, Dakotas Territory
Leah Johnson
Director of Defined Benefit Administration

Recordkeepers are working hard to prepare for several of the implementation of SECURE 2.0 provisions. Hear an update on how Transamerica will manage these new provisions.

Joshua MacDonald
National Director, TPA Business Development

There are reasons to choose a 401(k) plan over a state-mandated plan. In this presentation, learn the reasons why state-mandated plans can’t compete with a 401(k) plan.

Robert Tonelli
National TPA Channel Director

The Definiti Distinguished Partner program, or DDP as we like to call it, is proving to be a valuable resource for those financial advisors who are awarded the recognition. Hear first-hand from one of our DDP’s on how he leverages the resources to benefit his clients, and his practice.

Will Hollinbeck
Strategic Accounts Manager

Jeff Lester
Eide Bailey

Financial advisors may want to consider selling retirement plans as part of their practice. Just two plans a year can make a big difference to their bottom line. American Funds illustrates how this small strategy can make a big impact.

Joe Mulcahy
TPA Retirement Plan Counselor

SECURE 2.0 included 90+ provisions that could have an impact on your plan. Definiti has carefully reviewed all the provisions, and we’re making recommendations on how our portfolio of clients may want to amend their plan to adopt the new optional provisions.

Betsy Schaaf
ERISA Counsel

ADDITIONAL RESOURCES

• Definiti.com SECURE 2.0 Webpage
• Definiti Defaults: How We’re Addressing SECURE 2.0 Plan Provisions

Learn how Definiti is ready to keep plans healthy with the upcoming SECURE 2.0 plan provisions. Curious how auto-enrollment will help your clients with their plans? Or how do the higher catch-up limits for workers age 60-63 work? Definiti’s panel of experts is here to help.

Betsy Schaaf
ERISA Attorney
Matt Knorr
Director of DC Operations
Michelle Lenihan
Document Services Team Lead

Learn how having the proper framework and prospecting tools can help you qualify new opportunities and give you a foot in the door with plan sponsors.

Danny Boychuck
Business Development Director

The unbundled retirement plan administration model offers a “best of the best” approach with more flexibility, complete customization and overall plan control.

Ross Johnson
Strategic Account Manager

Keynote speaker Will Hansen, Chief Government Affairs Officer at ARA, shares his insights on how the outcome of the 2024 election may impact retirement plans.

Will Hansen
Chief Government Affairs Officer

A 401(k) plan where brokerage accounts are the sole investment option may appeal to plans with only business owners who want to work with a financial professional and select from a wide range of investment options. But there are a few things to keep in mind. Resources Provided.

Karyn Dzurisin
TPA Retirement Plan Counselor Manager

Get to know the leaders who are working to build a TPA partner you can trust. Richard Frink, Head of Sales, and Kristin Andreski, CEO, share how Definiti is focused on helping advisors win.

Sean Miller
National Account Director – TPA

Market Value Adjustments (MVAs) are typically associated with stable value funds. But when interest rates rise, the value of these investments can be negatively impacted. Learn how to help clients plan for MVAs.

Kevin McDonough
Sr. Director, Distribution-Retirement Solutions

Supporting plan sponsors and their employees to achieve their goals requires evolving expertise. In its 15th year, this survey reveals current trends to help advisors adapt their business strategy to meet current and future client demands.

Joseph Fox
Sr. Regional Investment Consultant – DCIO Specialist

When you add a 3(16) Plan Administrator to a retirement plan team, clients get a trusted co-fiduciary to take care of the day-to-day administrative tasks and avoid the most common plan mistakes.

Staci Hitchcock
Regional Sales Director

SECURE 2.0 allows Plan Sponsors to terminate a SIMPLE plan mid-year, if replaced by a safe harbor 401(k) plan. Participants can take advantage of higher contribution limits and greater flexibility with the plan design.

David Castina
Regional Vice President