Partner with us

Partner with Definiti

Learn why Definiti has become the acquirer of choice in the retirement services industry.

Partner with us

Partner with Definiti

Learn why Definiti has become the acquirer of choice in the retirement services industry.

A Differentiated Approach for Partnership

Liquidity today with another bite of the apple tomorrow.

Remain a shareholder at Definiti while taking significant liquidity today. Our experixence management team and investors are charting the path to significant upside.

Participate and contribute to our collective growth.

Join us and contribute to our growth journey. We invest in the future and want to invest in you and your team.

Definiti's 3(16) administration services

Capture value today and plan for succession.

Succession planning is hard, and finding the right partner is even harder. Learn about Definiti’s commitment to growing your legacy.

Client- and team-first culture.

Customer delight and employee engagement are foundational parts of Definiti’s culture. We invest in our staff and best-in-class technology to deliver on our promise to our clients.

Remove the daily headaches of operating a business.

Running a business isn’t easy. Our holistic integration approach looks to take away that burden and enable you and your team to focus your energy on growth.

Liquidity today with another bite of the apple tomorrow.

Remain a shareholder at Definiti while taking significant liquidity today. Our experixence management team and investors are charting the path to significant upside.

Participate and contribute to our collective growth.

Join us and contribute to our growth journey. We invest in the future and want to invest in you and your team.

Definiti's 3(16) administration services

Capture value today and plan for succession.

Succession planning is hard, and finding the right partner is even harder. Learn about Definiti’s commitment to growing your legacy.

Client- and team-first culture.

Customer delight and employee engagement are foundational parts of Definiti’s culture. We invest in our staff and best-in-class technology to deliver on our promise to our clients.

Remove the daily headaches of operating a business.

Running a business isn’t easy. Our holistic integration approach looks to take away that burden and enable you and your team to focus your energy on growth.

Liquidity today with another bite of the apple tomorrow.

Remain a shareholder at Definiti while taking significant liquidity today. Our experixence management team and investors are charting the path to significant upside.

Participate and contribute to our collective growth.

Join us and contribute to our growth journey. We invest in the future and want to invest in you and your team.

Definiti's 3(16) administration services

Capture value today and plan for succession.

Succession planning is hard, and finding the right partner is even harder. Learn about Definiti’s commitment to growing your legacy.

Client- and team-first culture.

Customer delight and employee engagement are foundational parts of Definiti’s culture. We invest in our staff and best-in-class technology to deliver on our promise to our clients.

Remove the daily headaches of operating a business.

Running a business isn’t easy. Our holistic integration approach looks to take away that burden and enable you and your team to focus your energy on growth.

The Definiti Difference

Definiti wants to partner with owners who remain invested in the success of their business and will continue to work collectively with us to build value with Definiti.

“A partnership with Definiti checked all my boxes with highly competent staff and management supported by well-thought out processes and systems.”

Dana Hagen
Retirement LLC, acquired by Definiti in 2023

“I greatly enjoy the qualified staff, I’ve been treated fairly, and I appreciate being part of Definiti to watch it continue its transformation to a national firm, something I could never have accomplished on my own.”

Dan Boetger
Boetger Retirement Plan Services, acquired by Definiti in 2020

Our Growth Strategy

Acquisitions are a vital element of Definiti’s growth strategy.

We work to accelerate results by delivering superior customer service to plan sponsors, participants and the advisors who serve them. As a growing national firm, we offer expanded career opportunities and best-in-class technology and tools to your team.

Evaluation & Valuation

Our process for valuation and completing the transaction is transparent, quick and no-nonsense.

Let’s Build an Offer That Works for You

We’re looking for the very best companies in the retirement services industry

Our Focus
  • Third-Party Administration.
    Plan design, implementation, management and compliance testing.

  • Actuarial Services.
    Cash balance plans; public and private pensions; health and welfare valuation and consulting.

  • Pension Outsourcing.
    Turnkey administration; call center; calculations; distributions.

  • Daily Valuation Recordkeeping.
    Plan administration; cash reconciliation; contribution accounting.

  • Revenue of $750,000+

We offer speed, clarity, and certainty

For more information contact Shrey Malla, Head of Corporate Development, shrey.malla@definiti.com

We offer speed, clarity, and certainty

For more information contact Shrey Malla, Head of Corporate Development, shrey.malla@definiti.com