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, documents specialists, retirement plan consultants and ERISA Attorneys.

RPSI 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 relationships and expertise you count on and take the step forward to make more retirement resources readily available and accessible to you.

Definiti is the ideal partner to realize the next chapter for us. 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. The administrator currently assigned to your plan will continue to be your point of contact to answer questions, help keep your plan in compliance, and address any plan administration issues.

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

• RPSI focuses first on building strong, personal relationships with our clients, and it was important to find a partner like Definiti with that same motivation.
• Partnering with Definiti allows us to provide a full suite of service solutions. From intelligent retirement plan design and thorough regulatory compliance reviews to supportive 3(16) plan administrators, we deliver extensive third-party administrative services for both defined contribution and defined benefit plans.
• Definiti wants to retain the talents of the RPSI team which was part of our search criteria. Definiti also allows our team to grow with several career paths available. In fact, all the RPSI Team is joining Definiti.

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

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.

Are Dina and Diane stepping away from RPSI?

No, Dina and Diane are committed to the organization and are not stepping away. As part of the integration of the two firms, Dina and Diane are now shareholders in Definiti, invested in our continued success, and will play key roles as Definiti looks to build its culture of client service.

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.

The company’s primary mailing address will change to: 3 Holland Street, Erie, PA 16507.

Will email addresses change?

Our team will get new email addresses once the integration is complete. To make it easy, our old email addresses will automatically forward to the new accounts, so we’ll never lose an email you send us. Team members will share their new email addresses once they’re activated.

Do plan documents and contracts need to be updated?

Current plan documents and contracts remain valid and Definiti will honor them. We’ll contact you directly if any updates to contracts are needed.

Will proposals and pricing illustrations change?

For new plans, we will generate proposals and illustrations with Definiti. Rest assured, we’ll accept and honor any active quotes generated as RPSI and write the plan document as Definiti once it is sold.

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..

Will invoices be different?

There may be a few differences on how invoices are delivered to you. For instance, Definiti invoices clients electronically.

Future invoices will 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 there a website and new online resources?

Plan sponsor and participant online data will be consolidated with Definiti online resources over the next few months. Continue to use the current site to access your plan data until you’re notified your plan has been successfully migrated onto the Definiti system.

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

What if I have more questions?

Your current company contact is a great place to continue the conversation, and we’d be happy to connect you with the right person.