Definiti LLC Email Format

Financial ServicesNorth Carolina, United States201-500 Employees

Definiti LLC is a financial services company based in Cary, North Carolina, with 201 to 500 employees. It provides retirement services including 401(k) plan design and administration, compliance and actuarial consulting, pension outsourcing, recordkeeping, and 3(16) fiduciary services. The firm employs hundreds of retirement plan professionals across the United States, including in-house actuarial consultants, ERISA attorneys, document specialists, and retirement plan consultants. It positions itself as a national retirement services firm serving more than 10,000 workplace organizations and 12,500 retirement plans, with leadership changes in 2024 such as Kristin Andreski becoming CEO and Betsy Schaaf and Richard Frink named ERISA counsel. The company maintains a website at definiti.com and has a corporate history that includes the 2023 acquisition of Werntz & Associates and Lovell Minnick Partners' acquisition of a majority stake, along with Board of Managers appointments such as Patrick Toomey and Ronald Cordes.

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