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.

Definiti announced that Delaware Valley Retirement, Inc., in Ridley Park, Pennsylvania has become the most recent TPA to join the growing organization.

Definiti, your financial advisor and other providers, like The Fiduciary Studio, your recordkeeper and payroll provider, work collaboratively to streamline retirement plan activities, alleviating as m […]

Definiti announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources, insightful activity reports and expert service solutions.

In this ERISA Connection article for retirement plan sponsors and their financial advisors, you’ll find information about the delayed amendment deadline and mandatory automatic enrollment for CODAs.

In our “Definiti Dispatch” email to clients, we share our recommendations on optional SECURE 2.0 plan provisions, an article on missing plan participants and some reminders about your obligations to d […]

When a plan participant can’t be reached by their former employer, it not only impacts the distribution of retirement plan benefits but also prevents them from accessing their hard-earned retirement s […]