Definiti LLC

💡 Are you a people leader with 3+ years of experience in a 401(k)/Cash Balance Combo Plan environment? 💡 Have you honed your expertise in preparing actuarial valuations and combo compliance testing within ASC software and are a subject matter expert in this area? 💡 Are you looking for an opportunity in an ever-growing company where you can truly make an impact? ✅ If yes, this post is for you! Definiti LLC is a leading provider of retirement plan solutions and services and we are looking for a Manager of DC/DB Combo Plans to lead and coach a team of skilled Retirement Plan Consultants. Industry expertise and ability to support and mentor your team is essential in this role. This is a fully remote position. Come grow with us! Check out all the details!👇 https://lnkd.in/gsGPArbp #comboplans #cashbalance #Definiti cc: Leah Johnson CPC, QPA, QKC, QKA, ERPA

Earn Super CE credit at the Definiti Academy! The Advisor Track will offer a Super CE presentation with up to 17 credit hours for Insurance, CFP, CIMA, CRPC, and CRPS. This course is designed to review and clarify the diverse business structures and benefit plans available to each. We will cover the definition of ethics, specific ethics in the insurance industry, unfair marketing practices, and navigating ethical dilemmas. Register today and attend the Super CE session on Tuesday, May 8. https://lnkd.in/g6Uau2re

Looks like some of the smartest minds in the industry are representing Definiti at NAFE 2024 for National Institute of Pension Administrators (NIPA). Can't wait to hear all about it.

Join us for the upcoming Spring Semester at the 2024 Definiti Academy. Special thanks to John Hancock, Fidelity Investments, Principal Financial Group and other sponsors for their support! They will each lead an impactful session for financial advisors at this semester's Definit Academy. Register today to save your seat at the Definiti Academy. https://lnkd.in/guyi5nkC

“MIA” participants not only add to the administrative burden of managing a retirement plan, they miss out on accessing their hard-earned plan benefits. Every year, tens of thousands of participants lose track of their savings in defined contribution plans. The American Society of Pension Professionals and Actuaries shares some great ways to find missing participants, along with a few suggestions from all of us at Definiti LLC.

Definiti is proud to sponsor a Learning Lab at the 2024 National Institute of Pension Administrators (NIPA) Annual Forum & Expo, taking place April 28 - May 1 in Austin, TX. Swing by and catch Leah Johnson CPC, QPA, QKC, QKA, ERPA share her tips on Cash Balance plans. You'll also be able to meet several of our Definiti colleagues while you're there -- Anna Kuykendall, Linda M. Chadbourne, CPC, QKA, APR, APA, AKS, Jenifer Cross, and Dakota M. See you there!

Are you an elite financial advisor? Definiti has a program for you. Advisors who are recognized as a Definiti Distinguished Partners gain access to proprietary plan resources and helpful activity reports with the expert service solutions of a Strategic Accounts Manager. We're ready to help you grow your book of business. https://lnkd.in/g6xcn98N

SECURE 2.0 included 90+ provisions that could have an impact on plans and there are a handful of provisions that you may want to adopt. A team of Definiti retirement plan leaders have carefully reviewed all the provisions and we've made some recommendations on the provisions that plans may find most beneficial. You can read our list of recommended SECURE 2.0 provisions here.

This is going to be a great event with thought leaders across the Retirement Plan Space. I can’t wait!

Definiti is excited to attend the 2024 NAPA 401(k) Summit! Find us in Nashville and meet Head of Sales, Richard Frink, and Director of Strategic Accounts, Erika Misenko, QKA. They are looking forward to connecting with partners, building new relationships, and discovering new opportunities with our partners.