Dialogues with Definiti: Valuable Conversations
When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.
Dialogues with Definiti: What to Expect When You’re Not Expecting an IRS/DOL Audit
The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.
Dialogues with Definiti: 401(k) + CB = The Ultimate Combo
A cash balance plan can increase an employer’s contribution significantly when combined with a 401(k). In some instances, the two plans side-by-side are an ideal design. This ultimate plan combo allows a plan sponsor to take advantage of flexible plan design — both for the cash balance and 401(k) plan — and make higher participant contributions while enjoying a tax-sheltered strategy.
30th Annual 401(k) Class
Hear from Definiti’s top-notch ERISA attorneys, retirement plan consultants along with partner platform representatives as they cover valuable topics designed to help you get the most out of your 401(k) plan. Now in its 30th year, the 401(k) Class is a week-long series with two educational tracks featuring 22 session topics led by Definiti retirement professionals and industry experts. Courses are free of charge to attendees and sessions are recorded for future viewing.
Strategies to Combat The Great Resignation
Nearly 33 million Americans quit their jobs last year for […]
Why State-Mandated Plans Fall Short
What alternatives can you offer clients to counter insufficient state-mandated plans? Join the discussion on May 11th, 2022 @ 1p.m. ET
Preparing for Interim Amendments
Register to attend our free, online webinar on Thursday, May 26th at 12:00 p.m. CT to learn what’s coming next. Brooke K. Cozort, ERISA Attorney at Definiti, will detail the provisions and plan changes included in this interim amendment.
Understanding MVA Options: When MVAs Make It Hard to Move
Are you hearing questions about MVAs? Rising interest rates might be the reason. We’ll talk about the options on June 22nd, 2022 @ 1p.m. ET
Financial Wellness: Promoting Financial Stability
Money is tight, and people want to be in control of their finances. Help them be ready. Come talk about financial wellness on August 3rd, 2022 @ 1p.m. ET
Cultivating Durable Loyalty: Building Lasting Relationships
Nurturing relationships can be difficult but benefits clients. Join us SEPT 29 @ 1PM ET for a conversation on Cultivating Durable Loyalty.
Power of Building a Personal Brand People Love
What does it take to establish a brand that stands out? Join us OCT. 26 @ 1PM ET for a conversation on the Power of Building Personal Branding.
Get Big Tax Credits on Small Plans
What should you expect from SECURE 2.0? Join us on APRIL 12 @ 1 P.M. ET for a SECURE 2.0 live workshop!
