We’ve closed the books on the Definiti Academy – Class of 2022, and it was a great week!
The presenters were ready to share their knowledge along with a few quick tips for plan sponsors and administrators, and there were some great questions from attendees.
The Definiti Academy is a unique opportunity for the team here at Definiti to share their retirement plan knowledge and help new plan sponsors and administrators learn more about managing a retirement plan. These sessions are great refreshers on all the required administrative tasks that need to be completed throughout the year. And clearly, the attendees thought so, too.
While all the plan sponsors and new plan administrators were attending sessions in the Plan Sponsor Track, financial advisors and Definiti’s platform partners were in the virtual room next door hearing about industry trends that could help to grow their book of business along with new service offerings from Definiti and our partners.
You can find replays of the individual webinars in the Plan Sponsor Track below and any suggested materials or additional resources mentioned in the session. Simply find a topic that interests you and follow the link to the replay. The Advisor Track sessions were recorded, too.
Planning for the Definiti Academy
Class of 2023 is already underway with some great updates. The two-day Spring semester will take place in May 16-17, and the Fall Semester sessions are scheduled for November 7-8. We’ll build on the current curriculum and take a look at a few benefit trends to make your retirement plan even better.
Plan Sponsor Track
The Plan Sponsor Track of the Definiti Academy will help you better understand the day-to-day administrative tasks required, the activities Definiti performs on your behalf, and the tasks you need to complete to keep your plan compliant. Whether it’s a refresher on the basics of a 401(k) plan or more advanced look at potential legislative updates that could impact your plan and participants, you’ll find a session with the answers you need.
401(k) 101: The Building Blocks
Start with the basics and learn the important parts of a retirement plan. Maybe you’ve always wondered but didn’t want to ask.
Common Plan Mistakes and How to Fix Them
Ever worried if you were about to make a mistake in managing your plan? We’ll review the most frequent mistakes to help you avoid them and share tips to fix them when mistakes find you.
Introducing Plan Sponsor Link
Definiti is excited to launch PlanSponsorLink, a new, web-based client portal we’ll use to share and receive plan information securely with plan sponsors and financial advisors. We’ll show you what you can find in the portal and how you’ll use PlanSponsorLink with Definiti during the life of your plan.
401(k) 101: What Does it All Mean?
The retirement plan industry has its own unique terminology that represents legally defined terms and frequently used and exceptionally long names. We’ll review the most common retirement plans terms you should know and define them for you.
Working with Definiti to Keep Data Secure
Do you know the safest way to share retirement plan and participant data with Definiti? We’ll show you tips and techniques to use when sharing vulnerable data electronically with your Retirement Plan Consultant.
All About Participants
From eligibility and entry dates to tong-term part-time employees and missing participants, this session covers the all the different considerations for the participants of your plan.
401(k) 101: The Perfect Match
Safe harbor 401(k) plans require employers to choose one of three possible contribution options: Nonelective Contribution, Basic Match, Enhanced Match. We’ll cover these popular options, along with a few others, and explore ways to make matching work for you and your participants.
Adding a Cash Balance Plan to Your 401(k)
If you’re looking for a plan with higher contribution limits, a cash balance might be a good fit for you. We’ll review the benefits of a cash balance plan, and a few things you need to consider before adding one to your 401(k).
Show Me the Money Loans and Distributions
Retirement plan money is held in a trust account, which operates a little differently than a bank account. We’ll review the details you and your participants need to know about loans, withdrawals and distributions.
401(k) 101: A Year in the Life (of a Plan)
There’s a calendar full of important due dates and deadlines for your retirement plan. In this session, we’ll review the dates you need to remember and share resources to keep your plan compliant each year.
Bought or Sold: How Your Plan Changes with M&A
Changes to your company’s organizational structure can impact your retirement plan. Whether you’re buying or selling, or simply thinking about it, this session will help you get ready for the changes.
401(k) 101: Failed a Test? Now What?
2022 Definiti Academy Plan Sponsor Track Don’t worry if [...]
What Definiti Creates for You
We’re always working to create new resources for you and your team to learn more about your retirement plan, pending legislative and regulatory updates, and educational webinars. We’ll show you some of the resources available and where to find them.
Study Hall
Go straight to the head of the class and get answers to the most common retirement plan questions from a panel of Definiti’s administrative team leaders.
