Resources2021-05-13T21:25:01+00:00

Insights from Definiti

Retirement industry best practices are constantly evolving to keep up with shifts in regulatory, legal, cultural, and economic realities. Fortunately, we stay ahead of it so you don’t have to.

Webinars & Events

Register for an upcoming webinar or watch the replay of a recent presentation and get valuable advice and insight from our retirement plan experts.

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The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.

When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.

Webinars & Events

Register for an upcoming webinar or watch the replay of a recent presentation and get valuable advice and insight from our retirement plan experts.

View All Events

The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.

When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.

What would you like to know?

If you don’t find what you’re looking for here, write to us to suggest a piece of content or ask a specific question. We’re here to help.

    What would you like to know?

    If you don’t find what you’re looking for here, write to us to suggest a piece of content or ask a specific question. We’re here to help.