Insights

Leadership Expansion The recent appointment of Kristin Andreski as CEO and key hires of ERISA counsel Betsy Schaaf and Richard Frink highlight a strategic focus on strengthening senior leadership and expertise, which can be leveraged to explore opportunities for tailored consulting services and executive-level engagements.

Acquisition Growth The acquisition of Werntz & Associates demonstrates a growth strategy aimed at expanding market share and service capabilities; this suggests potential for cross-selling additional retirement solutions and expanding service offerings to newly acquired clients.

Financial Stability With estimated revenues between $10 million and $25 million and backing from Lovell Minnick Partners, Definiti shows financial stability that can support scalable solutions, making it a promising partner for enterprise-level retirement plan outsourcing and consulting services.

Industry Positioning Supported by a network of hundreds of experts and serving over 10,000 organizations with 12,500 retirement plans, Definiti is positioned as a comprehensive provider in the retirement services industry, presenting opportunities to offer specialized technology tools and plan administration services.

Market Trends & Focus Recent news emphasizing leadership recruitment and strategic acquisitions reflect a company aligned with market growth in retirement plan solutions, creating prospects for innovative technology integrations, digital onboarding solutions, and employee engagement platforms.

Similar companies to Advanced Plan Designs, LLC

Advanced Plan Designs, LLC Tech Stack

Advanced Plan Designs, LLC uses 8 technology products and services including Adobe, Amazon S3, Absorb LMS, and more. Explore Advanced Plan Designs, LLC's tech stack below.

Adobe
Audio, Video, Graphics
Amazon S3
Content Delivery Network
Absorb LMS
Corporate Learning Management Systems
parallax.js
Javascript Libraries
Modernizr
Javascript Libraries
Bootstrap
UI Frameworks
Apache
Web Servers
Magnific Popup
Web Tools And Plugins

Media & News

Advanced Plan Designs, LLC's Email Address Formats

Advanced Plan Designs, LLC uses at least 2 format(s):

Advanced Plan Designs, LLC Email Formats	Example	Percentage
FLast@advancedplandesigns.com	JDoe@advancedplandesigns.com	100%
FLast@definiti.com	JDoe@definiti.com	45%
First.Last@definiti.com	John.Doe@definiti.com	26%
Last@definiti.com	Doe@definiti.com	16%
First_Last@definiti.com	John_Doe@definiti.com	13%

Frequently Asked Questions

Where is Advanced Plan Designs, LLC's headquarters located?

Advanced Plan Designs, LLC's main headquarters is located at 3859 South Cox Springfield, Missouri 65807 United States. The company has employees across 1 continents, including North America.

What is Advanced Plan Designs, LLC's phone number?

You can contact Advanced Plan Designs, LLC's main corporate office by phone at

+1-417-885-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advanced Plan Designs, LLC's official website and social media links?

Advanced Plan Designs, LLC's official website is definiti.com and has social profiles on LinkedIn.

What is Advanced Plan Designs, LLC's SIC code NAICS code?

Advanced Plan Designs, LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Advanced Plan Designs, LLC have currently?

As of February 2026, Advanced Plan Designs, LLC has approximately 6 employees across 1 continents, including North America. Key team members include Founder And Managing Member: S. M.Office Manager: J. B.Senior Plan Consultant: S. S.. Explore Advanced Plan Designs, LLC's employee directory with LeadIQ.

What industry does Advanced Plan Designs, LLC belong to?

Advanced Plan Designs, LLC operates in the Financial Services industry.

What technology does Advanced Plan Designs, LLC use?

Advanced Plan Designs, LLC's tech stack includes AdobeAmazon S3Absorb LMSparallax.jsModernizrBootstrapApacheMagnific Popup.

What is Advanced Plan Designs, LLC's email format?

Advanced Plan Designs, LLC's email format typically follows the pattern of FLast@advancedplandesigns.com. Find more Advanced Plan Designs, LLC email formats with LeadIQ.

When was Advanced Plan Designs, LLC founded?

Advanced Plan Designs, LLC was founded in 2020.

Advanced Plan Designs, LLC

Q: How many employees does Advanced Plan Designs, LLC have currently?

Advanced Plan Designs, LLC has approximately 6 employees.

Q: What technology does Advanced Plan Designs, LLC use?

Advanced Plan Designs, LLC's tech stack includes Canva, Google, PHP, Mailchimp, The Events Calendar.

Financial ServicesMissouri, United States2-10 Employees

Advance Plan Designs is now Definiti, a national retirement services firm delivering 401(k) plan design and administration, recordkeeping, actuarial consulting and pension outsourcing that 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.