SPRING SEMESTER | MAY 7 & 8 @ 2 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.
Thanks for joining us! Replays will be posted soon.
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). Our Spring Semester webinars will include Definiti’s recommendations on how to adopt new optional SECURE 2.0 provisions into your plan, a tour of PlanSponsorLink, and new research on what employees want from their benefits plan.
Sessions start at 2:00 p.m. ET each day.
Thanks for joining us! Replays will be posted soon.
TUESDAY, MAY 7 @ 2 PM ET
Welcome
Adopting SECURE 2.0 Provisions
20 min
Betsy Schaaf
ERISA Counsel
All About Amendments
10 min
Michelle Lenihan
Document Services Team Lead
The Benefit Programs Employees Want
20 min
Bridget Bearden
Research and Development Strategist
Fixing Common Mistakes (Like A Failed Test)
20 min
Julie Goodwin
DC Administration Team Lead
Closing Comments
WEDNESDAY, MAY 8 @ 2 PM ET
Welcome
What You Can Expect
from Definiti
15 min
Kristin Andreski
CEO
3(16) Services Give
You More
20 min
Lucinda Akel
3(16) Consultant
PlanSponsorLink:
Let’s Take a Tour
20 min
Jen Cross
Senior Retirement
Plan Consultant
How to requests
Loans & Distributions
20 min
Renee Rose
Loan and Distribution Specialist
Closing Comments
Grow Your Book of Business
The Definiti Academy will provide you with fresh strategies to grow your book of business and enhance the customer experience for your clients.
The Advisor Track is 2 days of educational webinars and features a Super CE course, hosted by John Hancock, with up to 17 credit hours available for Insurance, CFP, CIMA, CRPC, and CRPS.
Sessions start at 2:00 p.m. ET each day.
Thanks for joining us! Replays will be posted soon.
TUESDAY, MAY 7 @ 2 PM ET
Welcome
AT THE HELM: WHAT YOU CAN EXPECT FROM DEFINITI
25 min
Richard Frink
Head of Sales
==
Kristin Andreski
Chief Executive Officer
Building Financial Futures with FIDELITY EDGE
20 min
Al Metaloni
Vice President
Retirement Director
Margeaux Mackey
VP, Regional Account Executive
Why 3(16) Services make Sense for
Plan Sponsors
10 min
John Kelly
Regional Sales Director
5 MINUTE BREAK
SIMPLE to 401(k) OPPORTUNITIES
10 min
Julie Casey
Regional Relationship Director
Jay Bowen
Regional Vice President
Market value adjustments
20 min
Kevin McDonough
Sr. Director of Sales – Pittsburgh
CASH BALANCE PLANS
& Buyouts
10 min
Dana Hagen
Regional Sales Director
SECURE 2.0 RECORDKEEPING RESOURCES
10 min
Joshua McDonald
National Director
TPA Business Development
Closing Comments
WEDNESDAY, MAY 8 @ 2 PM ET
Welcome
Big Opportunities in Small Plans Market
20 min
Robert Tonelli
National TPA Channel Director
The BENEFITS of the
Definiti Distinguished Partner Program
10 min
PRACTICE BUILDING STRATEGIES
10 min
Joe Mulcahy
TPA Retirement Plan Counselor
SECURE 2.0 & DEFINITI DEFAULTS
15 min
Betsy Schaaf
ERISA Counsel
5 MINUTE BREAK
SUPER CE
Small Business Retirement Plans & Ethical Practices
45 min
