We're pleased to announce that Delaware Valley Retirement, Inc., joined Definiti. The teams at Definiti and Delaware Valley Retirement have worked together the last few months to complete the first phase of the integration. With this announcement, Delaware Valley Retirement is now a Definiti Company. We're excited to welcome the Delaware Valley team, clients and advisors to our organization!
About us
From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing, recordkeeping and 3(16) fiduciary services, Definiti helps organizations deliver smart retirement solutions to their employees. With hundreds of retirement plan experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants, Definiti helps clients define what's possible with workplace retirement plans.
- Website
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https://definiti.com
External link for Definiti LLC
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Erie, PA
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Retirement funds, Actuarial, Retirement Fund Management, Recordkeeping, Retirement Plan Design, Defined Contribution Plans, Defined Benefit Plans, Pension plans, OPEB Plans, Taft Hartley Pension Plans, 401(k) Administration, and Third Party Administration
Locations
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Primary
3 Holland Street
Erie, PA 16507, US
Employees at Definiti LLC
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Steve Pierson
Managing Partner, Lovell Minnick Partners
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Melanie Ramsey
Retirement Plan Consultant at Definiti, LLC. at Definiti LLC
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Russell Polin, CPA
Chief Financial Officer
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Kurt Simione
Dynamic and results-driven CIO with 28 years of experience leading IT operations, driving digital transformation, and implementing innovative…
Updates
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Definiti LLC reposted this
All things Recruiting at Definiti | Definiti helps organizations deliver smart retirement solutions to their employees | Hiring remote in the US
💡 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
Definiti LLC - Manager, Combo Retirement Plan Consulting
recruiting.paylocity.com
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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
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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.
The girl gang representing Definiti LLC at NAFE!!
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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
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“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.
Addressing Missing Participants: The Why and the How
asppa.org
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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!
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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
Definiti Launches Adviser-Focused Program | PLANADVISER
planadviser.com
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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.
Definiti Defaults: How We're Addressing SECURE 2.0 Plan Provisions - Definiti
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Definiti LLC reposted this
This is going to be a great event with thought leaders across the Retirement Plan Space. I can’t wait!
Join Francis (Fran) Gillis AIF, QPFC, PPC, CFWP, Brooke Cozort, JD CPC, Ivan Camacho, Josh Haynes, and Michael Albertsmeier for a Power-Packed Roundtable on Corporate Benefits & Retirement Planning! RSVP now to gain priceless insights and connect with top-notch professionals! Don't miss out! #CorporateBenefits #RetirementPlanning #401k
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