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.
Taking its inspiration from true crime dramas, this presentation explores the case of missing plan participant “Mama Marge” and missing company funds connected from accountant “Candy Man.” Attendees g […]
There’s an entire team of Retirement Plan Specialists who work closely with Definiti RPCs in delivering services to your plan. This presentation introduces you to the services that happen behind the s […]
This informative session discussed upcoming changes impacting Required Minimum Distributions, plan amendments and long-term part-time employees. The session also highlighted future provisions plan spo […]
Empower is ready to team up with Definiti to provide advisors with the resources you need to grow your book of business. Presenters share a couple of ideas on how Definiti is ready to help.
Often overlooked, and sometimes avoided, nonprofit plans may offer new opportunities to serve clients. Presenters share their insights and things to watch for with these plans.
Cash Balance plans are a great way to build retirement savings quickly. Not all clients are a fit, but this presentation dives into the details and shows examples of when it might be a great fit.
Better Together
There are some key differences between 401(k)s and 403(b)s. This session will show you the marketplace and give you opportunities to expand your Book of Business.
Pat Toomey, U.S. Senator – Pennsylvania, Retired, shares perspectives on what comes next after SECURE 2.0 and tax matters related to retirement plans. Brian Graff, Chief Executive Officer from the Ame […]
