FALL SEMESTER | NOVEMBER 12 & 13 @ 1 PM ET
Definiti Academy
The Definiti Academy is an educational webinar series designed to make plan sponsors more confident in managing their plans and help financial advisors grow their book of business.
FEATURED SPONSORS
Watch What You Missed!
The Session Schedule will be released soon. In the meantime, take a look at some of the sessions we shared at the last Definiti Academy!
A closer look at plan services, what you get and who pays the fee.
When you have questions about operating your plan, turn to your Plan Document.
Take a tour of PlanSponsorLink and learn how to securely share files, find your Plan Document and more. Secure File Link Plan Documents Tab Annual Valuations
What exactly does it mean to be a fiduciary and what do they do? We’ll show you.
We need to know just a few details about your plan participants: Compensation & Deferrals
This session covers your questions on eligibility and entry dates, including to long-term part-time employees.
Watch What You Missed!
The Session Schedule will be released soon. In the meantime, take a look at some of the sessions we shared at the last Definiti Academy!
Changes are happening in real time and it’s time to get ready for provisions that will be effective next year. Capital Group / American Funds shares a detailed analysis of what to watch for and how to get ready.
Have you heard about Definiti’s exclusive program to partner with advisors who have a number of plans placed with Definiti? Strategic Account Managers stand at the ready to be your advocate and share detailed Book of Business reports to qualified advisors.
Learn how Voya continues to upgrade workplace solutions to add hyper-personalized experiences for employees and simplify plan administration for employers.
Work with 3(16) Administrators who make sure plans run smoothly – from signing of Form 5500 and payroll upload to determining eligibility and sending notices. And it’s more cost-effective than you may think.
Now may be a great time to pursue or revisit small business retirement plans. SECURE 2.0 has brought bigger tax credits and several new participant incentives, and state-mandated plans are falling short.
Speaking with clients about MVAs can be difficult but there are options available. Help clients understand how these fees protect the principal investment and make higher interest crediting rates possible are good ways to start the conversation.
