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.
SECURE 2.0 included 90+ provisions that could have an impact on your plan. Definiti has carefully reviewed all the provisions, and we’re making recommendations on how you may want to amend your plan t […]
Definiti, a national retirement services firm, today announced the appointment of Kristin Andreski as Chief Executive Officer,
In our “Definiti Dispatch” email to clients, we remind retirement plan sponsors about the long-term part-time rules that became effective January 1, 2024.
Definiti, a national leader in retirement services, announced the appointment of Richard Frink as Head of Sales and Betsy Schaaf as ERISA Counsel.
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 […]
