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.
Here are a few topics we discuss with retirement plan sponsors at the close of a plan year. How many of these items do you need to think about?
We discuss two topics in this ERISA Connection: matching contributions for student loans and selecting private equity Investments for 401(k)s.
Definiti, a national retirement services firm, today announced the acquisition of Retirement LLC.
A SIMPLE IRA (Savings Incentive Match Plan for Employees) may be a good solution for some companies, but it’s not without pitfalls. A 401(k) plan may be the better choice.
Definiti is pleased to announce the appointment of Russell Polin as Chief Financial Officer and Magda Farren, CPA, as Chief Accounting Officer.
Prospecting Tips & Tricks
Prospecting Tools: (k) Quote and Larkspur Executive
What’s Coming From The Standard
SECURE 2.0
