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

With all the SECURE 2.0 pending provisions, it’s a good time to review the difference between mandatory and discretionary amendments to your plan document, and when they are required.

Michelle Lenihan
Document Service Team Lead

From What challenges face participants as they try to save for retirement? EBRI has researched the motivations of participants and has some fresh data to share.

Bridget Bearden
Research and Development Strategist

Ever worried if you were about to make a mistake in managing your plan? We’ll review the most common mistakes to help you avoid them and share tips to fix them when mistakes find you.

Julie Goodwin
Senior Retirement Plan Consultant

ADDITIONAL RESOURCES

• Non-Discrimination Testing Descriptions

Hear from Definiti CEO, Kristin Andreski. used and exceptionally long names. We’ll review the most common retirement plans terms you should know and define them for you.

Kristin Andreski
CEO

Plan Sponsors can add 3(16) fiduciary services and gain a true fiduciary partner to plan. A 3(16) administrator can distribute notices, approve loans and distributions, and sign the 5500 so you don’t have to.

Lucinda Akel
3(16) Consultant

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.

Renee Rose
Loans & Distributions Specialist