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.
DISPATCH | How Definiti is Addressing SECURE 2.0 Plan Provisions
In our "Definiti Dispatch" email to clients, we share recommendations on how clients might update their retirement plans to incorporate certain SECURE 2.0-related plan provisions.
The SECURE Act includes several tax credits for small business employers starting a new 401(k) retirement plan. Learn how these tax credits can help employers offset start-up costs and strengthen your […]

Definiti, a leading national retirement services firm, today announced the acquisition of Accrued Benefit Administrators and Pension Plan Administration.

Download the PDF The retirement plan industry has its own unique terminology that represents legally defined terms and frequently used and exceptionally long names, such as qualified default investmen […]

Throughout September, we’ve been celebrating 401(k) Day, sharing retirement plan reminders and best practices. As we wrap things up, here are four things employers can do to get the most of the retire […]
Kelly and Messinger add their talents to national sales team Download Release HOUSTON (August 31, 2021) – Definiti, a leading national retirement services firm, shared news of two additi […]

Sharing census information at the close of each plan year allows TPAs to proactively administer a retirement plan, find potential issues and maintain a plan’s tax-qualified status. The Internal Revenu […]

The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.

Pension plans continue to provide benefits to thousands of people with billions of dollars promised to account holders. Defined benefit retirement plans don’t capture as much industry attention as the […]

With cybercrimes on the rise, Definiti is one of the few TPAs that can meet the DOL’s call for strong cybersecurity practices.
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.