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!
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!
Data is the key to opening opportunities to increase participant engagement in your retirement plan. Meeting participants where they are encourages action.
Learn more about Fidelity Retirement Edge, a recordkeeping solution for plans with $1M - $7M — it is advisor-sold and offers employees an exceptional retirement plan experience.
Pat Toomey, U.S. Senator - Pennsylvania, Retired, shares perspectives on what comes next after SECURE 2.0 and tax matters related to retirement plans. Brian Graff, Chief Executive Officer from the American Retirement Association covers how financial advisors and third-party administrators, like Definiti, can help employees fill in the gaps on retirement savings needs and the future of U.S. retirement plans..
There are some key differences between 401(k)s and 403(b)s. This session will show you the marketplace and give you opportunities to expand your Book of Business.
Better Together
Cash Balance plans are a great way to build retirement savings quickly. Not all clients are a fit, but this presentation dives into the details and shows examples of when it might be a great fit.
