Definiti Launches Exclusive Program for Advisor Success
Definiti announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources, insightful activity reports and expert service solutions.
Definiti Defaults: How We’re Addressing SECURE 2.0 Plan Provisions
SECURE 2.0 included 90+ provisions that could have an impact on your plan. Definiti has carefully reviewed all the provisions, and we’re making recommendations on how you may want to amend your plan to adopt the new optional provisions.
Definiti Appoints Kristin Andreski as Chief Executive Officer
Definiti, a national retirement services firm, today announced the appointment of Kristin Andreski as Chief Executive Officer,
Definiti Appoints New Sales and ERISA Leadership
Definiti, a national leader in retirement services, announced the appointment of Richard Frink as Head of Sales and Betsy Schaaf as ERISA Counsel.
INSIGHTS | In Case You Missed Them: Best of Our Retirement Insights Blog
Definiti provides valuable insights and guidance through regular Insights articles to help retirement plan sponsors and financial advisors navigate the complex retirement landscape.
Enrolling Long-Term Part-Time Employees
Long-term part-time employees who weren’t previously eligible may now have an opportunity to make salary deferral contributions to your plan.
Definiti Announces Acquisition of Retirement LLC
Definiti, a national retirement services firm, today announced the acquisition of Retirement LLC.
Definiti Welcomes New Finance Leadership
Definiti is pleased to announce the appointment of Russell Polin as Chief Financial Officer and Magda Farren, CPA, as Chief Accounting Officer.
The Art of the One Meeting Close (American Funds)
The Art of the One Meeting Close
Eligibility
This session covers your questions on eligibility and entry dates, including to long-term part-time employees.
