National Client Base Definiti serves more than 10,000 workplace organizations and 12,500 retirement plans nationwide, backed by a national network of experts. This expansive client base creates cross-sell opportunities across plan design, administration, recordkeeping, actuarial consulting and pension outsourcing to CFOs, benefits leaders, and HR teams.

Leadership Focus The company recently appointed Kristin Andreski as CEO and added ERISA counsel Betsy Schaaf and sales leader Richard Frink, signaling a strategic push on governance, compliance and revenue growth. This leadership alignment creates a compelling opening for sales reps to position expanded ERISA and advisory offerings.

Growth through M&A Definiti expanded through the Werntz acquisition in 2023 and benefits from private equity backing by Lovell Minnick Partners since 2023, positioning the firm for accelerated growth and integration with clients seeking consolidation. Present this as a way to propose enterprise-scale retirement solutions and transition services.

Tech Enablement A tech-forward operating model using Automation Anywhere, AWS S3 and Absorb LMS suggests capacity for automation, secure data handling and client training. This creates opportunities to propose data migration, integration with payroll HRIS platforms, and digital onboarding and compliance training for new plans.

Market Upside As a national retirement services provider with in-house actuarial and ERISA expertise, Definiti is well positioned to capture demand for fiduciary governance, cost containment and plan performance improvements. Target plan sponsors seeking end-to-end outsourcing and governance solutions, including smaller to mid-market employers transitioning to retirement outsourcing providers.