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.

Advantage Benefits Consultants, Inc., and The Kenneth D. Anderson Company, Inc., join Definiti

The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.

On March 29, 2022, the House overwhelmingly passed Securing a Strong Retirement Act of 2022, dubbed SECURE 2.0 because it builds on the SECURE Act from 2019. Although we are still awaiting the final l […]

One type of DC plan that often gets overlooked is a profit-sharing plan. These plans can offer distinct advantages for employers and participants.

The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.

Missing the plan restatement deadline can lead to hefty penalties from the IRS. Your TPA should have a strategy in place to execute plan amendments while allowing time to review current plan design fo […]

There’s greater interest in 3(16) fiduciary services. Two plan sponsors share why they added a co-fiduciary for plan administration.

If you don’t enroll employees when your plan document says you should — you could be breaking IRS rules, as well as mandates from the Department of Labor. Keeping track of employee eligibility may be […]

The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
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What would you like to know?
If you don’t find what you’re looking for here, write to us to suggest a piece of content or ask a specific question. We’re here to help.