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For Advisors2024-07-05T18:17:27+00:00
For Advisors

Do more of what you do best

Retirement plan compliance and management is complicated, ever-changing, and time-consuming. It also happens to be what we do best. You can be confident when you partner with Definiti to provide third-party administration services on your clients’ retirement plans.

For Advisors

Do more of what you do best

Retirement plan compliance and management is complicated, ever-changing, and time-consuming. It also happens to be what we do best. You can be confident when you partner with Definiti to provide third-party administration services on your clients’ retirement plans.

Relationships Are Everything

The partners you bring to a client reflect on you and your business. Definiti provides the trusted expertise and service that keeps your clients satisfied.

Trusted by more than 15,000 plan sponsors

More than $15B in assets under administration

Connected with leading retirement plan platforms

Our Trusted Platform Partners

Relationships are everything

The partners you bring to a client reflect on you and your business. Definiti provides the trusted expertise and service that keeps your clients satisfied.

Trusted by more than 8,000 plan sponsors

More than $15B in assets under administration

Connected with leading retirement plan platforms

Our Trusted Platform Partners

Definite answers for every client

Every workplace – and workforce – is different. Definiti has deep expertise in delivering customized solutions for every type of employer.

For-Profit Businesses

Helping business owners implement smart retirement plan strategies to save on taxes, motivate staff and support growth.

Public Sector

Guiding public sector organizations to make smart choices for their stakeholders and employees.

Non-Profits

Supporting the mission of non-profit organizations with plans that attract and retain top talent.

Our retirement experts manage the complex world of retirement plans for you.

Definite answers for every client

Every workplace – and workforce – is different. Definiti has deep expertise in delivering customized solutions for every type of employer.

For-Profit Businesses

Helping business owners implement smart retirement plan strategies to save on taxes, motivate staff and support growth.

Public Sector

Guiding public sector organizations to make smart choices for their stakeholders and employees.

Non-Profits

Supporting the mission of non-profit organizations with plans that attract and retain top talent.

Our retirement experts manage the complex world of retirement plans for you.

Flexible Solutions

We deliver comprehensive third-party administration services customized
to fit the exact needs of each client.

Defined Contribution Plans

  • Plan Design and Implementation

  • Administration & Recordkeeping

  • Plan Document Management

  • Discretionary and Mandated Amendments

  • Loans, Distributions, and Withdrawals

  • Form 5500 Preparation and Filing

  • Discrimination and Compliance Testing

  • Notices

  • Calculations

  • Annual Reports

  • Audit Coordination

  • 3(16) Fiduciary Services

Defined Benefit Plans

  • Benefit Calculation and Fulfillment

  • Administration & Recordkeeping

  • Pension Payroll Communication

  • Plan Document Management

  • Discretionary and Mandated Amendments

  • Participant Service Call Center

  • Secure Online Service Portal

Pension Outsourcing

  • Benefits Delivery

  • Participant Service Call Center

  • Web-based Calculation Modeling

  • Participant Communication

Actuarial Consulting

  • Funding Policy Evaluations

  • Accounting and Disclosures

  • Calculating Pension Plan Liabilities

  • Plan Performance and Evaluation

Let’s do more together

When the right people come together to solve problems, it adds up to more. More confident decisions, more smart choices, more bright futures.

Let’s do more together

When the right people come together to solve problems, it adds up to more. More confident decisions, more smart choices, more bright futures.

Retirement Insights

Retirement Insights

Defining what’s possible, and what’s next.

Call Us:

1 (800) 882-4026

Sales: 1 (888) 912-3653

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