Definiti LLC

Meet the Newest Member of the Definiti Team!? ? We’re pleased to introduce Seth Williamson, CIMA?, CRPS?, who has joined us as?Regional Sales Director?for the Ohio Valley region! ? Bringing over a decade of experience in the?401(k) and retirement plan industry, Seth has a strong background in?DCIO investment sales and recordkeeping, with previous roles at J.P. Morgan Asset Management and Ascensus. His expertise and deep industry relationships make him a valuable addition to our team. ? In his new role at?Definiti, Seth will focus on strengthening partnerships with?recordkeepers, financial advisors, and plan sponsors?across?Ohio, Indiana, and Kentucky—helping them navigate the complexities of retirement plans with?tailored TPA solutions. ? Join us in welcoming Seth to Definiti!?We’re excited to see the impact he’ll make. ? #WelcomeToDefiniti #RetirementPlans #TPASolutions #FinancialAdvisors #401k

Excited for our upcoming discussion on the power of investing in others’ growth and the lasting impact it creates! Let’s dive into how we can uplift and inspire those around us. ?? #Growth #Leadership #Impact #WomenInRetirement #WiRC #Mentorship

Exciting Leadership News! We’re thrilled to officially welcome Veena Yelamanchili?as our new Chief Operating Officer?at Definiti. Veena brings an incredible blend of experience and a passion for leadership that perfectly aligns with our mission to enable our clients' success. Her people-first leadership style?and proven ability to transform operations into client-centric service organizations make her an invaluable addition to our team.?As COO, Veena will focus on advancing our?employee experience through technology, tools, and talent—ensuring our professionals can deliver proactive and consultative service to our clients every day. With her guidance, we take another step in our journey to become the partner of choice in the retirement plan market. #Leadership #COO #Definiti #Teamwork #Transformation #RetirementPlanning

Definiti cares deeply for those impacted by the recent fires in Southern California and natural disasters in the Southeastern United States and we are here to help. We extend our heartfelt concern for you, your team, and your community as you navigate the challenges brought by the recent natural disasters. If you or your plan participants have been affected by a natural disaster, please know that Definiti is here to provide support. For plans that allow it, participants may be eligible to take an immediate distribution or loan from their 401(k) plan under the hardship withdrawal rules or the disaster relief provisions of the SECURE 2.0 Act. Read more here: https://lnkd.in/gm6yd3Sn Your Retirement Plan Contact is ready to assist with any questions you have regarding your plan or to guide you through available options. Please don’t hesitate to reach out—we’re here to help. Take care of yourselves, your families, and your teams. Stay safe and let us know how we can support you further.

Definiti is pleased to announce several new members of the national sales team! Francisco Navarro joined Definiti as Regional Sales Director for the Pac Southwest. He'll be building relationships in Southern California, Southern Nevada and Arizona. David Leap, CRPS?, CBC?, CPFA? and Leah Pace join Definiti through Retirement Plan Solutions, Inc. partnership. This marks a key point in the RPSI transition as David and Leah are now selling for Definiti. David will be the Definiti Regional Sales Consultant for the Carolinas. He's excited about joining Definiti and adds, "I really look forward to the combined strength and resources the Definiti and RPSI partnership brings to the table. Being able to deliver industry leading retirement plan solutions and service to our advisor, plan sponsor and participant relationships, regardless of industry, location and size is very exciting." Leah brings a wealth of experience in sales and relationship building, and notes, "While it’s been a whirlwind of new faces and processes, I’ve enjoyed getting to know and work with the Definiti team. I’m excited to have the depth of resources available when working with our referral sources and Plan Sponsors." We're excited to welcome Francisco, David, and Leah to our growing sales team. We know you'll find them helpful in making your book of business grow. Looking for the current Definiti sales map? You can find it here: https://lnkd.in/g6McXHX9?

Are you headed to National Institute of Pension Administrators (NIPA) 2025BMC? Be sure to connect with the team from Definiti! Kristin Tweed-Andreski, Brian McCabe, Dina Hamad and Committee Member Linda M. Chadbourne, CPC, QKA, APR, APA, AKS will be in Scottsdale to take advantage of the educational sessions and networking opportunities. Speaking of sessions, Linda will facilitate the "Training for Success and All Things Employees" peer discussion. These smaller group discussions are a great way to uncover new ideas to level up your business. See you in Arizona January 15-17! #2025BMC

Network, the beginning of the year is an exciting time to start a new position! please contact Barbara Burke if you are interested or you have a referral.

We are thrilled to see Justine Pepper, SPHR, SHRM-SCP recognized as one of the Top 50 Women Leaders of New Hampshire. She is a dedicated and committed leader who works continuously to create an engaging environment for our remote team where individuals can thrive. Congratulations, Justine.

Thanksgiving is a time for gathering with friends and family, expressing gratitude, and celebrating the blessings of the year. We're grateful for the opportunity to work with trusted financial advisors and recordkeeping partners to deliver the best retirement plan services to our valued clients. In recognition of this holiday, Definiti will be closed on Thursday, November 28th and Friday, November 29th, 2024. We hope you have a wonderful holiday filled with joy and gratitude!

Do you?enjoy podcasts? Curious to know what goes on behind the scenes in the world of retirement plans? Check out this Financial Planning Association (FPA) podcast episode with our very own?Julie Casey, MBA. From her journey through the retirement industry to the ins and outs of plan administration,?Julie?shares insights that could save retirement plan sponsors time and money — plus, she reveals what makes our 3(16) plan administration service a game-changer for businesses of most any size. Link to podcast episode:?https://lnkd.in/g-JNTyEB ? #retirementplans #401k #retirementplan #financialadvisors #401ks