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.
DISPATCH | More SECURE 2.0 Updates and How to Find Missing Participants
In our "Definiti Dispatch" message 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 deposit employee contributions correctly and on time.
Definiti provides valuable insights and guidance through regular Insights articles to help retirement plan sponsors and financial advisors navigate the complex retirement landscape.
Long-term part-time employees who weren’t previously eligible may now have an opportunity to make salary deferral contributions to your plan.
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.
If your human resource team is feeling the stressed managing some of the tasks required to administer your retirement plan, we can help. This presentation details the services our 3(16) Administrators …
Did you know that a Cash Balance plan may be a great way to fund the purchase or buy-out of a business? This presentation covers the basics to get you started on the fundamentals of a Cash Balance pla …
Taking its inspiration from true crime dramas, this presentation explores the case of missing plan participant “Mama Marge” and missing company funds connected from accountant “Candy Man.” Attendees g …
There’s an entire team of Retirement Plan Specialists who work closely with Definiti RPCs in delivering services to your plan. This presentation introduces you to the services that happen behind the s …
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 spo …
Empower is ready to team up with Definiti to provide advisors with the resources you need to grow your book of business. Presenters share a couple of ideas on how Definiti is ready to help.
