For Advisors2020-11-09T19:05:55+00:00
For Advisors

Do more of what you do best

Retirement plan compliance and administration is complicated, ever-changing, and time-consuming. It also happens to be what we do best. When you partner with Definiti to offer workplace retirement plan administration to your clients, you can be confident your clients’ retirement needs are in good hands.

For Advisors

Do more of what you do best

Retirement plan compliance and administration is complicated, ever-changing, and time-consuming. It also happens to be what we do best. When you partner with Definiti to offer workplace retirement plan administration to your clients, you can be confident your clients’ retirement needs are in good hands.

Relationships are everything

The partners you bring to a client reflect on you and your business. Definiti provides the trusted expertise and service that keeps your clients satisfied.

Trusted by more than 6,000 plan sponsors

More than $9.5B in assets under administration

Connected with leading retirement plan platforms

Relationships are everything

The partners you bring to a client reflect on you and your business. Definiti provides the trusted expertise and service that keeps your clients satisfied.

Trusted by more than 6,000 plan sponsors

More than $9.5B in assets under administration

Connected with leading retirement plan platforms

Definite answers for every client

Every workplace – and workforce – is different. Definiti has deep expertise in delivering customized solutions for every type of employer.

For-Profit Businesses

Helping business owners implement smart retirement plan strategies to save on taxes, motivate staff and support growth.

Public Sector

Guiding public sector organizations to make smart choices for their stakeholders and employees.

Non-Profits

Supporting the mission of non-profit organizations with plans that attract and retain top talent.

Our retirement experts manage the complex world of retirement plans for you.

Browse Resources

Definite answers for every client

Every workplace – and workforce – is different. Definiti has deep expertise in delivering customized solutions for every type of employer.

For-Profit Businesses

Helping business owners implement smart retirement plan strategies to save on taxes, motivate staff and support growth.

Public Sector

Guiding public sector organizations to make smart choices for their stakeholders and employees.

Non-Profits

Supporting the mission of non-profit organizations with plans that attract and retain top talent.

Our retirement experts manage the complex world of retirement plans for you.

Browse Resources

Flexible Solutions

We deliver comprehensive plan compliance and administration so you can offer the right fit for each client.

Defined Contribution Plans
  • Plan Design and Implementation

  • Administration & Recordkeeping

  • Plan Document Management

  • Discretionary and Mandated Amendments

  • Loans, Distributions, and Withdrawals

  • Form 5500 Preparation and Filing

  • Discrimination and Compliance Testing

  • Notices

  • Calculations

  • Annual Reports

  • Audit Coordination

Defined Benefit Plans
  • Benefit Calculation and Fulfillment

  • Administration & Recordkeeping

  • Pension Payroll Communication

  • Plan Document Management

  • Discretionary and Mandated Amendments

  • Participant Service Call Center

  • Secure Online Service Portal

Pension Outsourcing
  • Benefits Delivery

  • Participant Service Call Center

  • Web-based Calculation Modeling

  • Participant Communication

Actuarial Consulting
  • Funding Policy Evaluations

  • Accounting and Disclosures

  • Calculating Pension Plan Liabilities

  • Plan Performance and Evaluation

Let’s do more together

When the right people come together to solve problems, it adds up to more. More confident decisions, more smart choices, more bright futures.

Get Started

Let’s do more together

When the right people come together to solve problems, it adds up to more. More confident decisions, more smart choices, more bright futures.

Get Started

Retirement Insights

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Retirement Insights

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