FALL SEMESTER | NOVEMBER 12 & 13 @ 1 PM ET

Definiti Academy

The Definiti Academy is an educational webinar series designed to make plan sponsors more confident in managing their plans and help financial advisors grow their book of business.

Definiti Academy for retirement plan sponsors and financial advisors

FEATURED SPONSORS

Empower Logo
Nationwide Mutual Insurance Company logo

Plan Sponsor Track

Improve Your Plan IQ

The Plan Sponsor Track helps plan sponsors grow more confident in managing a retirement plan. We’ll have the answers to all your plan questions, and we’ll help you get the most from your 401(k).

Are You Ready for SECURE 2.0? Definiti is Here to Help
Learn how Definiti is ready to keep plans healthy with the upcoming SECURE 2.0 plan provisions. Curious how auto-enrollment will help your participants? Or how the higher catch-up limits for workers age 60-63 work? Definiti’s panel of experts are here to help.

How Will the Election Change Retirement Plans?
Legislative changes — like the SECURE Act, the CARES Act, and SECURE 2.0 — have had a big impact on retirement plans. No matter the results of the election, the House and the Senate will continue to work on new policies that could impact your plan. Keynote speaker Pat Toomey, U.S. Senator, PA – Retired, will share his inside perspective on what could happen next.

Plan sponsors like you are more confident in managing their retirement plan after attending the Definiti Academy.

Register Now

TUESDAY, NOV 12 @ 1 PM ET

Welcome
KEYNOTE: How Will the Election Change Retirement Plans?

30 min

 

WHAT HAVE I SIGNED UP FOR? Retirement plan roles & responsibilities

20 min

the calendar and Annual contribution limiTS

10 min

Your Annual Plan Review: Get Ready for 2025 Plan Year

20 min

Closing Comments

WEDNESDAY, NOV 13 @ 1 PM ET

Welcome
Are You Ready for SECURE 2.0? Definiti is Here to Help

30 min

Panel Conversation

Meet the 3(16) Plan Administrator: The Smart Way to Manage a 401(k)

20 min

 

401(k) Files:
It’s “CLASS”-ified

20 min

Closing Comments

Advisor Track

Grow Your Book of Business

The 2-day Definiti Academy webinar series gives you new ways to grow your book of business, improve your clients’ customer experience, and help you earn any last minute CE credits!

The Advisor Track includes nine educational sessions including a keynote session and Super CE course hosted by Transamerica, with up to 17 credit hours available for Insurance, CFP, CIMA, CRPC, and CRPS.

Definiti knows there are lots of questions about how SECURE 2.0 provisions will change your clients’ plans. And we have the answers. Our in-house ERISA counsel, and members from our Defined Contributions Administration and Documents team will be on hand share how Definiti is ready for SECURE 2.0, and answer your questions you may have.

Keynote speaker Will Hansen, Chief Government Affairs Officer at ARA, will be on hand to share insights on how the outcome of the 2024 Election may impact retirement plans. No matter who wins, he’ll have the inside track on how legislation in the Congress and the Senate may impact retirement plans.

Register Now

TUESDAY, NOV 12
@ 1 PM ET
Welcome
SECURE 2.0: WHAT YOU CAN EXPECT FROM DEFINITI

15 min

WINNING THE BUSINESS

20 min

Why DEFINITI IS BETTER
THAN BUNDLED

10 min

Selling Season 2024:
401(k) Prospecting and Retention Strategies

10 min

Empower Logo

 5 MINUTE BREAK
Uncovering the Value
of the TPA

20 min

KEYNOTE:
HOW THE ELECTION & LEGISLATIVE ISSUES COULD IMPACT PLANS

20 min

ALTERNATIVES TO BROKERAGE ACCOUNT-ONLY PLANS

10 min

Closing Comments
WEDNESDAY, NOV 13
@ 1 PM ET
Welcome
2024 Plan Sponsor Attitudes

20 min

THe DEFINITI SERVICE SUITE:
TPA + 3(16) SERVICES

15 min

UNDERSTANDING THE NEED
FOR RETIRMENT INCOME

10 min

 5 MINUTE BREAK
SUPER CE
Advisors Guide to IRAs

60 min

ADVANCE REGISTRATION REQUIRED

Closing Comments

Watch What You’ve Missed!

We hope you learn a lot during the Definiti Academy. If you missed a session, watch the replays.

Definiti Academy for retirement plan sponsors and financial advisors