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.

Retirement

Advanced Plan Designs, LLC

Advanced Plan Designs, LLC's headquarters in Springfield, MO, United States

Kristin Andreski

Brian Mccabe

Rick Frink

Russell Polin

Kurt Simione

The Administration and Support Services team at Advanced Plan Designs, now Definiti, plays a crucial role in ensuring the efficient operation of retirement plan services. They oversee business implementation, defined contribution administration, and participant support, while also managing document services and recordkeeping. This team collaborates closely with other departments to deliver high-quality retirement solutions, facilitating seamless experiences for clients and their employees.

Administration and Support Services

The Finance and Accounting team at Advanced Plan Designs, now Definiti, is responsible for overseeing the company's financial health and compliance. This team manages financial reporting, budgeting, and forecasting while also ensuring adherence to regulatory standards. Additionally, they provide essential support for the administration of defined benefit plans and fiduciary services, helping clients optimize their retirement plan offerings.

Finance and Accounting

The Leadership Team at Advanced Plan Designs, now Definiti, is responsible for guiding the company's strategic vision and operational execution. Comprising key executives from accounting, finance, information technology, and overall management, they collaborate to drive innovation, enhance service delivery, and ensure compliance, ultimately strengthening the firm's position as a leader in retirement services.

Advanced Plan Designs, LLC

Org chart

Teams

Administration and Support Services

Finance and Accounting

Leadership Team

Offices

Advanced Plan Designs, LLC

Org chart

Teams

Administration and Support Services

Finance and Accounting

Leadership Team

Offices

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