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EXPLORE THE CONTENT FROM OUR FALL VIRTUAL LUNCH SERIES
We’ve gathered the insights, strategies, and expert perspectives that matter most for retirement plan success. Explore the sessions below, catch up on what you missed, and download key resources to keep your plans on track.
CPA Referral Masterclass
- Proven strategies to strengthen CPA partnerships and drive referrals.
- How to position your firm as a trusted resource for accounting professionals.
- Practical tips for building long-term, mutually beneficial relationships.
Fiduciary Fundamentals: What You Need To Know
- Key fiduciary responsibilities every plan sponsor must understand.
- Common compliance pitfalls and how to avoid them.
- Actionable steps to protect your organization and participants.
MORE INFORMATION ON 3(16) SERVICES
Unlocking Alternatives: What Trump's EO Means for Retirement Planning
- Overview of the Executive Order and its impact on retirement plans.
- Opportunities and risks associated with alternative investments.
- How to prepare for regulatory changes and client questions.
SENATOR TOOMEY'S LATEST ARTICLE
Industry Panel: Building Your Retirement Dream Team
- Insights from leading providers on collaboration and plan success.
- Best practices for assembling an expert advisory team.
- Emerging trends shaping the future of retirement planning.
25TH ANNUAL TRANSAMERICA RETIREMENT SURVEY
KEEPING YOUR ACCOUNTS SAFE (FIDELITY)
Cash Balance 101: A Smarter Solution for High Earners
- Why cash balance plans are gaining popularity among business owners.
- Tax advantages and contribution flexibility explained.
- Implementation tips for advisors and plan sponsors.
MORE INFORMATION ON CASH BALANCE PLANS
Year-End Essentials: Compliance, Census, and Planning Tools
- Critical deadlines and compliance tasks before year-end.
- Strategies to maximize contributions and minimize risk.
- Tools and resources to streamline your year-end process.
THE LATEST ON SECURE 2.0
Stay connected with Definiti Academy for the latest insights, strategies, and expert perspectives shaping retirement plan success. Subscribe to receive early access to upcoming events, practical resources, and thought leadership that keeps you informed and ahead of industry trends.
SPECIAL THANKS TO OUR PARTNERS
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