Press Release

Definiti Launches Exclusive Program for Advisor Success

Issued by Definiti LLC

Apr. 4, 2024

Distinguished Partners have access to valuable resources

ERIE, PA – Definiti, a leader in retirement services, announces the launch of an exclusive advocacy program to give financial advisors access to proprietary plan resources and insightful activity reports with the expert service solutions of a Strategic Accounts Manager.

Advisors who earn recognition as a Distinguished Partner are aligned with a dedicated Strategic Account Manager who can deliver additional services on their retirement plans. These services include book of business status reports and priority access to Definiti’s ERISA counsel. Definiti Distinguished Partners also receive advance notice of upcoming product and service launches, events or legislative and regulatory updates.

“We recognize financial advisors look to TPAs like Definiti to deliver exceptional customer experiences to their clients and give them opportunities to help grow and strengthen their retirement business practice,” said Erika Misenko, Director of Strategic Accounts at Definiti. “Our Distinguished Partner program gives elite financial advisors this priority access to operational processing, referrals to orphaned plans, and book of business analysis to monitor compliance and leverage additional product and service offerings.”

“Definiti regularly consults with our Distinguished Partner advisors to identify potential and current clients who could benefit from advanced plan design options and additional service features, so they can deliver more value to their clients,” said Misenko.

“We’re excited to partner with these elite financial advisors and help them deliver the best retirement plan solutions and service experience to their clients. This program is a great way for Definiti to demonstrate our commitment to advisors, and their clients,” said Richard Frink, Head of Sales at Definiti.

Definiti deploys a growing team of Strategic Account Managers across the country to work with recognized advisors in their region and is actively recruiting qualified candidates to join the organization.

+++

About Definiti From 401(k) plan design and administration, compliance and actuarial consulting, to pension outsourcing and recordkeeping, Definiti helps organizations deliver smart retirement solutions to their employees. With hundreds of experts across the country, including in-house actuarial consultants, ERISA attorneys, document specialists and retirement plan consultants, Definiti helps clients redefine what’s possible with workplace retirement plans.

Editor's note: This press release has been issued by the company named above, not BenefitsLink. Reliance on information in this press release might be prudent only after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.