Advanced Plan Designs, LLC logo

Advanced Plan Designs, LLC Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Definiti, formerly Advanced Plan Designs, LLC, operates in the financial services sector as a national retirement services firm. It offers 401(k) plan design and administration, recordkeeping, actuarial consulting, and pension outsourcing to help organizations deliver effective retirement benefits to employees. Headquartered in Springfield, Missouri, the firm supports a nationwide client base, including more than 10,000 workplace organizations and 12,500 retirement plans.

The organization relies on a nationwide team of experts, including actuarial consultants, ERISA attorneys, document specialists, and retirement plan consultants. Recent leadership moves include Kristin Andreski being named chief executive officer in February 2024, with Betsy Schaaf appointed ERISA counsel and Richard Frink as head of sales. In 2023, Definiti expanded its footprint through the acquisition of Werntz & Associates.

Find Advanced Plan Designs, LLC employees' phone numbers or email addresses

Advanced Plan Designs, LLC Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Advanced Plan Designs, LLC's Leadership

  • Founder And Managing Member at Advanced Plan Designs, LLC
    S. M.
    Founder And Managing Member
  • Founder And Managing Member at Advanced Plan Designs, LLC
    S. M.
    Founder And Managing Member
  • Office Manager at Advanced Plan Designs, LLC
    J. B.
    Office Manager
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    S. S.
    Senior Plan Consultant
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    A. B.
    Senior Plan Consultant
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    S. M.
    Senior Plan Consultant
  • Compliance Officer at Advanced Plan Designs, LLC
    K. B.
    Compliance Officer
  • Sales And Marketing Consultant at Advanced Plan Designs, LLC
    J. W.
    Sales And Marketing Consultant

Advanced Plan Designs, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Supply Chain
  • Other
  • Consultant

Contact profiles from Advanced Plan Designs, LLC

Name
Title
Contact
Location
Last Update
  • Founder And Managing Member at Advanced Plan Designs, LLC
    S. M.
    Founder And Managing Member
    United States, Missouri
    Apr 23, 2025
  • Founder And Managing Member at Advanced Plan Designs, LLC
    S. M.
    Founder And Managing Member
    United States, Missouri
    May 02, 2024
  • Office Manager at Advanced Plan Designs, LLC
    J. B.
    Office Manager
    United States, Missouri
    Mar 24, 2026
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    S. S.
    Senior Plan Consultant
    United States, Arkansas
    Mar 24, 2026
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    A. B.
    Senior Plan Consultant
    UNITED STATES
    Apr 24, 2025
  • Senior Plan Consultant at Advanced Plan Designs, LLC
    S. M.
    Senior Plan Consultant
    UNITED STATES
    Jul 13, 2023
  • Compliance Officer at Advanced Plan Designs, LLC
    K. B.
    Compliance Officer
    United States, Missouri
    Jul 19, 2025
  • Sales And Marketing Consultant at Advanced Plan Designs, LLC
    J. W.
    Sales And Marketing Consultant
    United States, Missouri
    Oct 17, 2025
  • Distributions Specialist at Advanced Plan Designs, LLC
    P. K.
    Distributions Specialist
    UNITED STATES
    Mar 08, 2023
  • Distribution Specialist at Advanced Plan Designs, LLC
    J. W.
    Distribution Specialist
    United States, Missouri
    Oct 18, 2025

Frequently Asked Questions

What is Advanced Plan Designs, LLC known for?

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Advanced Plan Designs, LLC was founded in 2020 and operates in the Financial Services industry. You can contact Advanced Plan Designs, LLC's main corporate office by phone at . Explore Advanced Plan Designs, LLC's company overview page for more information.

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

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Advanced Plan Designs, LLC employees' email format typically follows the pattern of FLast@advancedplandesigns.com. Trying to find reliable and up-to-date employee contact data? Find more Advanced Plan Designs, LLC email formats with LeadIQ.

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

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Advanced Plan Designs, LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Advanced Plan Designs, LLC's key employees and leadership?

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As of August 2026, Advanced Plan Designs, LLC's key employees include:

  • Founder And Managing Member: S. M.
  • Founder And Managing Member: S. M.
  • Office Manager: J. B.
  • Senior Plan Consultant: S. S.
  • Senior Plan Consultant: A. B.

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