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.
401(k) relief refers to special provisions that allow individuals affected by natural disasters to access their retirement savings with fewer penalties and more favorable terms.
Reenrollment ReadinessThe Why and How of Conducting an Annual ReenrollmentAccording to recent research, 55% of plan sponsors have considered reenrollment, and more than a quarter (26%) have already co […]
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 […]
