Solutions

A strong retirement plan starts with a smart strategy

Definiti provides a one-stop retirement plan administration solution for employers of all sizes, assisting with every aspect of retirement plan administration. Whether it’s designing and setting up a new plan or evaluating existing plan design, Definiti delivers the expertise you need to make smart choices for your workplace and all your staff.

Solutions

A strong retirement plan starts with a smart strategy

Definiti provides a one-stop retirement plan administration solution for employers of all sizes, assisting with every aspect of retirement plan administration. Whether it’s designing and setting up a new plan or evaluating existing plan design, Definiti delivers the expertise you need to make smart choices for your workplace and all your staff.

Design

Customized retirement plan design based on your organization’s specific needs.

Implementation

Plan implementation, including regulatory compliance, testing and employee communication.

Administration

Ongoing plan administration, including compliance services and recordkeeping.

Evaluation

Evaluate plan status and risk with comprehensive measurement and clear recommendations.

Design

Customized retirement plan design based on your organization’s specific needs.

Implementation

Plan implementation, including regulatory compliance, testing and employee communication.

Administration

Ongoing plan administration, including compliance services and recordkeeping.

Evaluation

Evaluate plan status and risk with comprehensive measurement and clear recommendations.

For Advisors

We’re retirement experts; you don’t have to be. As an independent, non-producing retirement administrator we partner with financial advisors to deliver powerful retirement solutions.

For Advisors

For Employers

We’re dedicated to the details of your plan. We’ll listen to your needs and then design, implement and manage the plan that works for your workplace.

For Employers

Our Services

  • Administration & Recordkeeping

    From design and implementation to ongoing administrative tasks such as distribution and communication, Definiti provides comprehensive services for 401(k), 403(b) and other defined contribution and defined benefit plans.

  • Pension Outsourcing

    The work of designing a defined benefit plan, delivering benefits, and ensuring regulatory compliance is vital to plan success. Our full-service offerings include a participant call center, distribution processing, actuarial consulting and plan design. The result: a turnkey, cost-effective pension administration that delivers results.

  • Actuarial Services

    Our in-house team of accomplished and credentialed actuaries provides comprehensive measurement of retirement plan status and risk. Our specialists work closely with defined contribution and pension specialists to identify challenges, present solutions and craft the strategy that meets your organization’s needs.

Our Services

  • Administration & Recordkeeping

    From design and implementation to ongoing administrative tasks such as distribution and communication, Definiti provides comprehensive services for 401(k), 403(b) and other defined contribution and defined benefit plans.

  • Pension Outsourcing

    The work of designing a defined benefit plan, delivering benefits, and ensuring regulatory compliance is vital to plan success. Our full-service offerings include a participant call center, distribution processing, actuarial consulting and plan design. The result: a turnkey, cost-effective pension administration that delivers results.

  • Actuarial Services

    Our in-house team of accomplished and credentialed actuaries provides comprehensive measurement of retirement plan status and risk. Our specialists work closely with defined contribution and pension specialists to identify challenges, present solutions and craft the strategy that meets your organization’s needs.

Request a Proposal

Definiti can help you find the right retirement plan for your workplace.