Advanced Plan Designs, LLC Email Format

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.

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