Now that many of the retirement-related provisions have been stripped from the Build Back Better Act, what remains on the legislative horizon? How will SECURE 2.0 impact the industry? Brian Graff take […]

Financial wellness has become a must have benefit. Hear about the latest trends in Financial Wellness and how organizations are using wellness to solve for their most pressing issues today, from recru […]

A Cash Balance Plan is a type of defined benefit plan that allows for higher contribution amounts than a DC plan – like a 401(k). In some instances, a DB and a DC plan side-by-side is more ideal. But […]

Cyberattacks are becoming more frequent and sophisticated, require extra measures to safeguard personal information and financial accounts. This informal discussion will cover: DOL guidance Cyber best […]

With cybercrimes on the rise, Definiti is one of the few TPAs that can meet the DOL’s call for strong cybersecurity practices. Hear how Definiti is committed to safeguarding participant and plan data […]

It may seem like everyone has a 3(16) offering these days because there’s greater awareness of fiduciary responsibilities. What should you look for when trying to find a 3(16) partner?

Take a deeper dive into the other fiduciary services available with the 3(21) and 3(38) fiduciary. Focusing on investment advice and direction, adding these fiduciaries to your plan can simplify decis […]

While it’s important to make sure your clients are financially prepared, many pre-retirees have a retirement planning need that goes largely unaddressed: the lifestyle and emotional changes that retir […]

Win and retain more plans with the art of the one-meeting close.