Insights from Definiti
Retirement industry best practices are constantly evolving to keep up with shifts in regulatory, legal, cultural, and economic realities. Fortunately, we stay ahead of it so you don’t have to.
Definiti’s ERISA Connection article covers new catch-up contribution limits for plan participants age 60-63, starting in 2025.
Download your helpful guide for the 2025 annual compensation and contribution limits for qualified retirement plans.
Definiti, a leading third-party retirement plan administrator, announced that Cary, NC-based Retirement Plan Solutions, Inc. (RPSI) had recently joined the company.
In our “Definiti Dispatch” email to clients, we share recommendations on how clients might update their retirement plans to incorporate certain SECURE 2.0-related plan provisions.
More plan sponsors are turning to 3(16) fiduciary services providers because the 3(16) Plan Administrator steps in as the co-fiduciary and dedicated administrative partner on the plan.
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
In our “Definiti Dispatch” message to clients, you’ll discover how partnering with a TPA and financial advisor simplifies managing retirement plans — from compliance and enrollment to communication an […]
401(k)s and 403(b) plans are two popular retirement savings vehicles. When offering retirement plan benefits, selecting the right plan type is crucial for both employers and their employees.
For the 2023 Plan Year, the methodology for counting participants has changed. Employees are counted as “participants” if they have an account balance at the end of the Plan Year.
