More than 500 people set out to grow their “Plan IQ” by registering for the Definiti Academy, a twice-yearly educational webinar series for retirement plan sponsors and financial advisors.
We structured the Plan Sponsor Track to help sponsors grow more confident in managing their retirement plans. The 2023 Fall Semester series covered a range of important topics, including SECURE 2.0 provision updates, cost-effective ways to supplement back-office plan administration and an in-depth look at the plan services Definiti provides. (See Sponsor Track details in sidebar.)
Two Days of Education for Retirement Plan Sponsors
If you couldn’t attend the Fall Semester of the Academy or missed a particular session, you can access the Plan Sponsor Track and Advisor Track webinar recordings, including these popular sessions from the Plan Sponsor Track:
- Updates on SECURE 2.0 Provisions – This informative session discussed upcoming changes impacting Required Minimum Distributions, plan amendments and long-term part-time employees. The session also highlighted future provisions plan sponsors should consider, such as automatic enrollment and Roth catch-up contributions and was followed by a Q&A session.
- Missing Participants & Stolen Assets – Taking its inspiration from true crime dramas, this presentation explored the case of missing plan participant “Mama Marge” and missing company funds connected from accountant “Candy Man.” Attendees gained insights into handling such situations from these fictious examples to improve retirement plan management and administration.
- Cash Balance Plans for the Buyer and Seller – This session covered cash balance plan opportunities available to fund the purchase or buy-out of a business.
Retirement plan sponsors are welcome to watch Advisor Track sessions, including The Federal Influence on Retirement Plans featuring Pat Toomey, retired U.S. senator from Pennsylvania, and Brian Graff, Chief Executive Officer from the American Retirement Association, mentioned below.
Toomey shared perspectives on what comes next after SECURE 2.0 and tax matters related to retirement plans. Graff covered how financial advisors and third-party administrators, like Definiti, can help employees fill in the gaps on retirement savings needs and the future of U.S. retirement plans.
Three Days of Education for Retirement Plan VIPs
We invited financial advisors and platform partners to attend the Academy’s Advisor Track to discover new opportunities to better serve their clients’ retirement plans and grow their book of business.
The Advisor Track featured a keynote session (mentioned above) and a Super CE (continuing education) session, which offered up to 17 credit hours for Insurance, CFP, CIMA, CRPC and CRPS. (See Advisor Track details in sidebar.)
Advisor Track (Nov. 7–9)
- What’s Happening with Secure 2.0?
- The Perks of the Definiti Distinguished Partner Program
- How Empower & Definiti Team-Up To Help You Win
- Voya’s Edge on Technology
- Beef up the Back Office – With 3(16) Services
- Big Opportunities in Small Plans Market
- Navigating Market Value Adjustments
- Integrated Payroll With Definiti Direct
- Activating Engagement: The Data Speaks Volumes
- First Look: Fidelity Retirement Edge
- The Federal Influence on Retirement Plans
- 403(b): The Potential Market
- Better Together
- A Look at Cash Balance Plans
- Nonprofit Opportunities: 403(B) & 457
We’re Here to Help
Definiti is a national retirement services firm dedicated to partnering with financial advisors in helping plan sponsors manage their retirement plans. We enhance our third-party administration, actuarial consulting and pension outsourcing expertise with timely perspectives on ERISA-related matters, educational blog articles, essential resources and training opportunities, including the Definiti Academy.
We encourage you to watch the Definiti Academy replays. And if Definiti isn’t your plan partner today, let’s start the conversation. Call us at 1-888-912-3653 or email sales@definiti.com.
Thank you to the featured sponsors of our Fall 2023 Definiti Academy.
This material has been prepared for informational purposes only, and is not intended to provide legal, tax or investment advice. Any tax-related discussion contained in this material is not intended or written to be used, and cannot be used, for (i) avoiding any tax penalties, or (ii) promoting, marketing or recommending to any other party any transaction or matter addressed herein. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision. Please consult your independent legal counsel and/or professional tax advisor regarding any legal or tax issues raised in this material. This information is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this article without first seeking the advice of an independent tax advisor such as an attorney or CPA.
