DEFINITI ACADEMY 2024
Plan Sponsor Track Replay
We hope you learned a lot during the Definiti Academy. If you missed a session, watch the replay.
SECURE 2.0: Definiti Defaults
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
All About Amendments
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
The Benefits Employees Want
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
Failed A Test? Now What?
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
Definiti’s Commitment to Customer Service
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
The 3(16) Add On
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
Show Me the Money: Loans & 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.
Renee Rose
Loans & Distributions Specialist
KEYNOTE:
How the Election & Legislative Issues Could Impact your Plan
Legislative changes — like the SECURE Act, the CARES Act, and SECURE 2.0 — have had a big impact on retirement plans. No matter the election results, the House and the Senate will continue to work on new policies that could impact your plan. Keynote speaker Pat Toomey, U.S. Senator, PA – Retired, will share his inside perspective on what could happen next.
Pat Toomey
U.S. Senator, PA – Retired
Kristin Andreski
CEO, Definiti
What Have I Signed Up For? Retirement Plan Roles & Responsibilities
One of the most common questions we hear is “Who Does What?” And we completely understand. We’re here to help you get the most from your 401(k) and we’ll walk you through all you need to know. We’ve asked Krystal Wilson to talk about the roles and responsibilities because it’s important for you to know all that Definiti does on your behalf as your TPA.
Krystal Wilson
New Business Implementation Manager
ADDITIONAL RESOURCES
2025 Annual Contribution Limits and The Compliance Calendar
The IRS has released the Annual Plan Contribution Limits for 2025 and what that means for you. Let’s walk through the new numbers and talk about the annual calendar to see what needs to be done and when.
Dakota Maher
Defined Contribution Administration Manager
ADDITIONAL RESOURCES
Your Annual Plan Review: Get Ready for 2025 Plan Year
Definiti is here to help you with your 401(k). The end of the year is a great time to have an Annual Plan Review with your Retirement Plan Consultant. Let’s take a look at a few things you may want to consider before the new year begins, and how your RPC can help.
Colleen Windham
Relationship Manager
Ready for SECURE 2.0? Definiti is Here to Help
Learn how Definiti is ready to keep plans healthy with the upcoming SECURE 2.0 plan provisions. Curious how auto-enrollment will help your participants? 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, Relationship Manager
Matt Knorr, Director of DC Operations
Michelle Lenihan, Document Services Team Lead
Meet the 3(16) Plan Administrator: The Smart Way to Manage a 401(k)
When you add a 3(16) Plan Administrator to your retirement plan team, you get a co-fiduciary partner to help you avoid the most common plan mistakes. You can delegate many time-intensive plan tasks to a trusted administrative partner.
Leslie Draper
Director, 3(16) Fiduciary Services
All About 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.
Mary Martin
Manager, Defined Contributions
