Definiti LLC

Administration

• Provide day-to-day operational support for 3(16) and Governance retirement plans
• Work closely with the 3(16) Consultant to ensure fiduciary responsibilities are executed accurately and timely
• Monitor plan activity, coordinate with internal teams, recordkeepers, and service partners
• Maintain plan documentation and support compliance-related tasks
• Review annual participant notices to ensure accuracy
• Distribute required plan sponsor and participant communications via email and mail
• Deliver enrollment materials and required notices to plan participants
• Monitor recordkeeper accounts to ensure timely deposit of participant contributions
• Track investment fund changes and distribute required fund change notices

Administrator

Sales

• The Regional Sales Director is responsible for wholesaling Definiti retirement plan services in assigned territory.
• Create new financial advisor relationships that will ultimately sell Definiti retirement solutions.
• Wholesale Definiti retirement solutions in assigned region.
• Develop new financial advisor relationships that will generate proposals and sales in assigned region.
• Obtain sales goal in assigned territory by prospecting new clients.
• Maintain a network of advisors, consultants, platform wholesalers, DCIO partners, and other retirement service-focused professionals.
• Foster plan sponsor relationships through direct meetings with key contacts and partners.
• Manage travel, entertainment, and distribution partnership budgets where necessary.
• Manage a territory of targeted relationships.
• Maintain appropriate data to analyze challenges, success, and opportunities.
• Partner with leadership to create and implement strategies for accelerated growth.

Regional Sales Director

Call Center Representative

• The Participant Service Center Representative (PSC Representative) provides outstanding customer service while handling incoming and outgoing phone calls, emails, and faxes for plan participants for assigned Definiti retirement plans.
• The PSC Representative assists with answering questions about account balances, helps to make withdrawals, transfer funds, or find additional resources.
• Maintaining a positive, empathetic, and professional attitude towards participants and clients always and fellow team members.
• Take participant calls and provide accurate, satisfactory answers to their queries and concerns.
• De-escalate situations involving dissatisfied customers, offering patient assistance and support.
• Respond promptly to participants after thoroughly researching their questions.
• Collaborate with other call center professionals to improve customer service.
• Proficient in handling participant phone calls for assigned retirement plans (i.e., Daily RK Plans, DB Plans, DC Plans with outside recordkeepers).
• Proficient on assigned systems and websites (i.e., Relius Participant Website, Relius DB Utilities, outside recordkeeper websites).
• Determining plan eligibility.

Participant Service Center Representative – Inbound Call Center

Analyst

• Administer complex defined benefit pension plans in accordance with plan documents, IRS/DOL regulations, and client service agreements
• Draft clear, defensible explanations for benefit determinations
• Perform and review benefit calculations, including normal retirement, early retirement, vested terminations, death, disability, and lump-sum distributions
• Analyze pension data for accuracy, completeness, and compliance; identify discrepancies and compliance risks and recommend corrective action
• Ensure pension plan compliance with DOL, IRS and PBGC requirements. Accurately interpret and apply plan document provisions; verify benefit calculations, coordinate and deliver required notices
• Prepare, review, and reconcile pension reports, participant statements
• Serve as a subject-matter resource for Pension analysts by reviewing work, providing guidance, and supporting quality assurance efforts
• Respond to client and participant inquiries with clear, professional written and verbal communication
• Collaborate with actuarial, legal, payroll, and client service teams to ensure timely and accurate plan administration
• Participate in strategic projects, including new business development and acquisition integration.
• Support plan implementation, system coding, and Plan termination projects.
• Ensure adherence to internal controls, service standards, and established procedures
• Proactively identify process improvements to enhance efficiency, accuracy, and client satisfaction

Administrator

Regional Sales Director

Participant Service Center Representative – Inbound Call Center

Senior Pension Analyst