Definiti LLC

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

Want to know how the outcome of the 2024 Election may impact retirement plans? Click below to watch the Definiti Academy replays of our keynote sessions. Hear insights from Pat Toomey, Former Pennsylvania Senator, and Will Hansen, Chief Government Affairs Officer at ARA, on how Congress and Senate legislation may impact retirement plans. https://lnkd.in/gBVXj3sU

The Definiti Academy starts today at 1:00 p.m. ET and we hope to see you there! The Definiti Academy is a free, educational webinar series designed to help plan sponsors improve their Plan IQ and help financial advisors grow their book of business.? ? Both tracks will feature a panel of Definiti experts who will share how Definiti is making sure plan sponsors and advisors are ready for SECURE 2.0.? ? Keynote speakers Pat Toomey, U.S. Senator, PA – Retired (Plan Sponsor Track), and Will Hansen, Chief Government Affairs Officer at ARA (Advisor Track), will be on hand to share their inside post-election perspectives on how legislation in Congress and the Senate may impact retirement plans. Special thanks to our platform sponsors who helped support this session of the Definiti Academy: John Hancock Retirement; Fidelity Investments, Principal Financial Group, Transamerica, Capital Group, Empower and Nationwide.

Now that the votes have been counted, what's next for retirement plan legislation? Join us online at the Definiti Academy (November 12 & 13) to find out. Keynote speakers Pat Toomey, U.S. Senator, PA – Retired (Plan Sponsor Track), and Will Hansen, Chief Government Affairs Officer at American Retirement Association (Advisor Track), will be on hand to share their inside post-election perspectives on how legislation in Congress and the Senate may impact retirement plans. Need to earn last minute CE Credits? You're in luck. We're teaming up with Transamerica?to offer Super CE credits to financial advisors! Register here=> https://lnkd.in/guyi5nkC #CECredits #definitiacademy

It's here!! The IRS has released the 2025 contribution limits for 401(k), SIMPLE, and IRA retirement plans. But what does that mean for you? If you're a Plan Sponsor managing your payroll inhouse, you'll want to update your systems with these new numbers for 2025. We'll cover the new contribution limits during the Definiti Academy on November 12th. Register now: https://lnkd.in/guyi5nkC Download the 2025 Annual Compensation and Contribution Limits here: https://lnkd.in/gq2_X_cy #2025ContributionLimits #IRS #DefinitiAcademy

Have you registered yet to attend the Definiti Academy? Financial advisors can earn last minute CE Credits and learn how Definiti is helping retirement plans get ready for SECURE 2.0. Keynote speakers Pat Toomey, U.S. Senator, PA – Retired (Plan Sponsor Track), and Will Hansen, Chief Government Affairs Officer at American Retirement Association (Advisor Track), will be on hand to share their inside post-election perspectives on how legislation in Congress and the Senate may impact retirement plans. ? And bonus! We're teaming up with Transamerica?to offer Super CE credits to financial advisors! Don't miss out! Register today -> https://lnkd.in/guyi5nkC #definitiacademy #CECredits #SuperCE

Standing room only in Monday’s Secure 2.0 Amending Plan Documents session at ASPPA Annual. I had front row view as Facilitator of this session. Lots of great information provided by John Griffin and Adriana Starr!

Definiti is at the #ASPAA Annual conference, and we hope to see you there! We love being a part of the journey with our clients, financial advisors and key partners. Our team is excited to be a part of this conference and whether you find them in the hallway, in a session, or on stage, be sure to say "Hello!"

Definiti is excited to announce that Retirement Plan Solutions, Inc. (RPSI) has joined the organization! Teams from both companies have been working together to plan for a successful year-end and launch of our partnership. RPSI and Definiti share a commitment to ensure that clients, financial advisors and platform partners are at the very heart of our business. We're thrilled that the entire administrative team at RPSI has joined Definiti, and we're working together in service to clients. Welcome RPSI! Read more here: https://lnkd.in/gz_4ks_m