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.

Cash balance plans, a type of a defined benefit (DB) plan, came onto the retirement stage more than two decades ago. These plans work well for both small- and large-sized companies, with the common de […]

VOL 6: COVID Relief Provisions Recent COVID-19 relief legislation contains numerous provisions affecting business owners, but the most significant element for plan sponsors impacted by the pandemic ma […]

“Cross-testing” is a cutting-edge allocation formula that aligns nicely with a plan sponsor’s goal to help employees have enough money for retirement. The key factors in this allocation are the age of […]

VALUABLE CONVERSATIONS ON PLAN DESIGN The design and compliance administration of retirement plans can be complex. To design a successful retirement plan, it’s important to consider certain features i […]

Ohio firm is the company’s fourth recent acquisition Download Release HOUSTON (February 1, 2021) – Definiti, a national retirement services firm, today announced the acquisition of Brews […]

Download the PDFFirst QuarterJanuary 31 Confirm with nondiscrimination testing provider that all requirements have been met for plans requiring ADP/ACP testing prior to March 15 Mail IRS Form 1099-R t […]

VOL 5: UPDATES FOR THE NEW YEAR On December 21, 2020, the House and Senate passed a $2.3 trillion omnibus appropriations and COVID-19 relief package, H.R. 133, the Consolidated Appropriations Act, 202 […]
Firm adds new leadership to accelerate growth Download Release HOUSTON (December 15, 2020) – Definiti, a leading national retirement services firm, today announced the appointment of sev […]
Learn how certain business owners can benefit from adding a cash balance plan alongside their 401k plan. Cash balance plans are a valuable tool to permit certain company owners to greatly enhance thei […]
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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.