Dana Tracy
Regional Sales Director @Definiti LLC
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WORK HISTORY
Regional Sales Director @Definiti LLC
As Regional Sales Director, I work hard to educate advisors and clients on the nuances of designing and setting up corporate retirement plans. By ensuring our clients are well taken care of, I am able to maintain and develop new partnerships with financial advisors, CPAs, wholesalers and other referrals sources.Definiti, formerly known as The Pension Studio and Group RHI, specializes in retirement plan administration, actuarial consulting, and 3(16) fiduciary services. We administer nearly all types of retirement plans including 401(k), Profit Sharing, 403(b), Cash Balance, Defined Benefit, 457 and Non-Qualified Deferred Compensation Plans.
EDUCATION
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
ABOUT DANA TRACY
At Definiti, I create individually designed retirement plans that makes it easy for business owners to accomplish their retirement savings goals, increase their tax savings, and provide an employee benefit, all while providing professional service with a personalized touch. I am committed to being an asset to financial advisors and CPAs looking to strengthen and grow their business by being the expert they are looking for in the retirement plan space. My partners can always count on me to be very focused on making sure that each and every plan is followed through with professionalism and care, from the beginning to end. While Definiti LLC is a nationwide retirement services company, I work primarily with individuals based in the Southeast United States.
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