Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise, actuarial consulting, pension outsourcing and recordkeeping. Definiti partners with financial advisors to provide third-party administration services on clients retirement plans. Julie has 25 years of experience helping financial advisors create new retirement plans, with existing retirement plans, and clean up messy situations.
They discuss:
What a Third-Party Administrator (TPA) is and when they’re needed
How advisors can begin working with retirement plans
The process for correcting plan errors
SECURE 2.0