Connect Definiti to Milemarker

Definiti handles pension administration services, defined benefit plan management, defined contribution plan design and recordkeeping for employers. Milemarker connects to it and brings plan participants, contributions, distributions, plan assets and benefit data into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

Definiti handles pension administration services, defined benefit plan management, defined contribution plan design and recordkeeping for employers. Like every system in your stack it holds a slice of the firm — workplace retirement plans, retirement solutions, financial advisors and employers — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your Definiti agreement permits you to extract, store and reuse, then land plan participants, contributions, distributions, plan assets and benefit data over an encrypted SFTP feed into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there Definiti data is no longer a silo. It joins your custodial, CRM and communications data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what Definiti holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over an encrypted SFTP feed — plan participants, contributions, distributions, plan assets and benefit data — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point Definiti data can be combined with any other source you hold the rights to use.