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.
FEATURED SPONSORS
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
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
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
Closing Comments
