Definiti LLC

Consultant

• Primary contact for Plan Sponsors and Financial Advisors as it relates to 3(16)
• Work directly with Retirement Plan Consultants to make sure 3(16) requirements are met
• Creation of 3(16) annual letter – ensuring all 3(16) services were completed
• Authorized signer for distributions and loans as required
• Actively manage projects and tasks in PensionPro workflow system
• Monitor/track upcoming eligibility calculations, fund change notices, annual notice distribution, and other items to ensure deadlines are meet
• Distribute newly eligible materials and required notices
• Oversee Payroll Submission, Payroll Monitoring and Loan Monitoring
• Upload year end annual census
• Represent the company on 3(16) client calls and meetings
• Share pertinent industry knowledge with 3(16) Administrators and other staff