OUR NEXT CHAPTER BEGINS WITH DEFINITI

We’re Growing with Definiti

Advanced Plan Designs, LLC, is now Definiti, a national retirement services firm. Your retirement plan will continue to be administered with the same level of care by many of the same experts you’ve come to trust, now backed by robust national resources and respected partners.

Thank you for trusting us to administer your retirement plan.

OUR NEXT CHAPTER BEGINS WITH DEFINITI
 

We’re Growing with Definiti

You may already be aware that Advanced Plan Designs, LLC, recently joined Definiti, a national retirement services firm. We have spent the last few weeks meeting our new colleagues and aligning our businesses to deliver the best in retirement plan services.

The integration is already underway, and you may have some questions. Early next year, we’ll officially change our name to Definiti. As always, we’re here to help.

Thank you for trusting us to administer your retirement plan.

Contact Us

For current clients, your plan contact remains the same. If you have a question about your current retirement plan, contact your dedicated retirement plan consultant.

John Kelly
Regional Sales Director
Phone:  (312) 519-7642
Email:  john.kelly@definiti-llc.com

Phone:    (888) 912-3653
Email:     sales@definiti-llc.com

New Mailing Address

The Advanced Plan Designs team has transitioned to a fully remote work environment and the Springfield office closed on November 30, 2022. As a result, we have new mailing addresses for plan correspondence and payments. Please make a note and update your records.

Definiti
3 Holland Street
Erie, PA 16507

Billing and Invoices

Invoices have a new look and a new mailing address for payments to reflect the business integration with Definiti. You can remit payment via: 1) from Plan Assets; 2) auto debit authorization; 3) ACH; 4) check; or 5) plan forfeitures. Contact us for more details.

Definiti
3 Holland Street
Erie, PA 16507

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.

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.