Definiti helps clients define what’s possible with workplace retirement plans by delivering smart retirement solutions to Plan Sponsors and their employees. Definiti offers retirement plan design, administration, compliance, actuarial consulting, and recordkeeping through on-staff experts. These experts include actuarial consultants, document specialists, retirement plan consultants, and ERISA attorneys.

Delaware Valley Retirement built its business around a singular focus: delivering trusted, clear advice and workplace retirement plan solutions for plan sponsors and those advising them. Definiti is an evolution of this business — we’re committed to retaining the local relationships and expertise you count on and taking the step forward to make more retirement resources readily available and accessible to you.

Definiti is the ideal partner for us to realize the next chapter. They share the same focus on providing a great experience for clients, and we know our clients will be well served.

 

What does this mean for me?

The quality service you have come to expect remains a priority. Your Delaware Valley Senior Administrator will also be your Retirement Plan Consultant (or RPC) at Definiti. They will continue to be your primary point of contact to answer questions, help keep your plan in compliance, and address any plan administration issues.

The decision to partner with Definiti comes after successful collaboration and focused conversation. There are several reasons why this next chapter with Definiti means great things for all of us.

• Focus on Building Strong, Personal Relationships. Delaware Valley Retirement is focused first on building personal relationships with our clients, and it was important to find a partner that shares that same motivation. Definiti does. In fact, Definiti is committed to creating Customer Delight each day.
• Retaining Our Talented Team. Early in the process, Definiti let us know they wanted to retain the talents of our team, which was part of our search criteria. Definiti also provides our team the opportunity to grow with several career paths available.
• Proven Experience with Successful Acquisitions. Definiti has significant experience in successfully integrating several TPAs into their operations and is best suited to prepare for the next chapter. We are confident that you will experience a smooth transition as well.
• Complete Suite of Services​​​​​​​. From smart retirement plan design, regulatory compliance review, and recordkeeping to pension outsourcing, actuarial consulting, and 3(16) fiduciary services, Definiti delivers comprehensive third-party administrative services for defined contribution and defined benefit plans.
  
• Committed to Data Security.​​​​​​​ Your sensitive plan data is secure and protected by robust cybersecurity systems. Definiti invests in technology and processes that keep private information private.

 

​​​​​Who should I call with questions about my plan?

Of course, the most valuable resource for your plan is always your Delaware Valley Senior Administrator, also known as your Retirement Plan Consultant (or RPC) at Definiti.

Many of the people you rely on to answer questions, address concerns, and help solve tricky plan issues remain in place. As always, we’re here to help. Continue to reach out to your regular contacts within our organization. And rest assured, we’ll update you if administrative or organizational changes are made.

 

Where is Definiti located?

As a remote-first company, Definiti operates from coast-to-coast. Many of our skilled retirement experts work remotely across the country with virtual tools and connected networks.

While the Delaware Valley Retirement office in Ridley Park remains open, please mail all plan correspondence to the Definiti Mail Processing Center to reduce any delays in mail delivery. The address for the Definiti Mail Processing Center is:

Definiti
3 Holland Street
Erie, PA 16507

Be sure to update the mailing address for any brokerage account statements and other correspondence to ensure delivery.

Will email addresses and phone numbers change?

Our team will begin using new Definiti.com email addresses on Monday, November 18th. To make it easy, any email received at our old email addresses will automatically be forwarded to the new accounts without interruption, so we’ll never lose an email you send us.

Our phone numbers have not changed. You can continue to call our office at (484) 494-5888 and send us a fax at (484) 494-5889.

 

Do plan documents and contracts need to be updated?

Current plan documents and contracts remain valid and will be honored by Definiti going forward. No changes are required to reflect our new name at this time.

When you need to make a change to your plan document, it will come from Definiti.

Our pricing, services and terms of agreement will remain unchanged until there is a need to do so.

 

Is there a website and new online resources?

Plan Sponsors will use Definiti PlanSponsorLink, a secure and easy-to-use online portal for important plan administration activities, such as completing the annual census, finding plan documents or notices, and sending sensitive employee information. We’ve prepared a video for you showing some ways to use PlanSponsorLink. Contact your RPC if you need assistance logging in.

Plan sponsor and participant online data has been consolidated with Definiti online resources, and plan data is now available through Definiti PlanSponsorLink.

Definiti.com serves as a centralized resource to learn of our services, stay on top of your account, and get our latest news.

 

How do I access PlanSponsorLink?

The security of your plan data is our highest priority. Definiti’s PlanSponsorLink gives us the ability to share data, documents, and other plan information with you in an easy-to-use, secure online environment. Through PlanSponsorLink, you can safely and securely share plan files with others in our organization and with your Definiti RPC.

GET STARTED WITH PLANSPONSORLINK

• Visit https://definiti.plansponsorlink.com and choose “First Time User”.
• Enter your email address, and a temporary password will be emailed to you to login for the first time. Then you’ll be prompted to choose a unique password for your account.

We’ve prepared a video for you showing some ways to use PlanSponsorLink. Remember, your RPC can answer questions about PlanSponsorLink if you need help.

 

Who should Plan Participants contact when they have a question?

Participants are first directed to the plan sponsor for help with questions. Your RPC is happy to answer any questions you have about the plan so that you can support your plan participants as Plan Sponsor.

Plan participants are then encouraged to contact the plan’s investment provider directly to elect changes in contributions or distribution requests. Most providers offer both a web portal and a dedicated participant services phone line.

Unfortunately, since we cannot verify the participant’s identity and this can lead to security issues related to their account, we cannot accept participant calls.

 

How should I submit a request for a loan or distribution transaction?

We value your plan data and participants’ privacy. The most secure method to request loan and distribution transactions is through your Investment Provider’s web portal. The participant makes his or her request directly with the investment company. Through this method both Definiti and you as the plan sponsor will be notified of the request for review and approval. As some investment providers do not yet support online requests, you may need to send Definiti a form to be processed. The most secure method is through PlanSponsorLink.

 

Will proposals and pricing illustrations change?

For new plans, we are now generating proposals and illustrations with Definiti. Rest assured, we’ll accept and honor any active quotes generated as Delaware Valley Retirement and write the plan document as Definiti once it is sold.

 

Will invoices be different?

Remember that invoices now come from Definiti. We’re pleased to offer the following payment methods: 1) ACH, 2) credit card, 3) auto debit authorization, 4) from plan assets, 5) plan forfeitures, or 6) paper check if necessary. Contact billingteam@definiti.com with questions or to request more information.

 

Is a new W-9 from Definiti required for billing?

A new W-9 isn’t required when companies join Definiti. However, you may download a Definiti W-9 for your records..

 

Can I pay my invoice using a credit card?

Yes. Visit http://payment.definiti.com and enter the payment amount, invoice number, and billing information.

 

Can I mail a paper check to pay my invoice?

Yes. Make checks payable to Definiti LLC, and mail to:

Definiti LLC
P.O. Box 95357
Grapevine, TX 76099-9733

 

What if I have more questions?

Remember, the most valuable resource for your plan is always your Delaware Valley Senior Administrator who also happens to be your Retirement Plan Consultant (or RPC) at Definiti. Your RPC will be able to answer your questions and connect you with the right member of our Leadership Team.

We’re excited about this next chapter of retirement plan administration, and we appreciate your business.