For the month of July, the ADMIN team decided to take a step away from our usual book topics (i.e. sales, leadership, etc.) and we grabbed a book that focused on one of the most important aspects of a business: culture. Creating a productive and motivating company culture is vital to the success of any business. It is also one of the most challenging things to do. With this is mind, we dived deep into The Culture Code by Daniel Coyle with the ...
ADMIN SALES TIPS: SEARCHING FOR THE ‘NO’
From time to time, ADMIN Partners likes to share tips and techniques that can benefit advisors and fellow retirement industry experts in their sales initiatives. ADMIN’s own sales team has experienced an array of direct and indirect sales situations which has helped us over the years when working with various client types. With this in mind, our Sales Team has decided to share one of the top sales tips they have under their belt: search for the ...
DATES ADDED TO ADMIN’S WEBINAR SERIES!
After the success of our webinar series: Servicing The Underserved, ADMIN has decided to add two additional dates. This allows busy financial advisors to join in on the conversation surrounding complex retirement plans. With over a decade in the industry, ADMIN Partners has seen it all. From failed IRS Audits to Plans operating out of compliance, ADMIN Partners has experienced the good, the bad, and the ugly. With this knowledge in hand, we ...
TEN QUOTES THAT WILL BETTER YOU AS A LEADER
ADMIN Partners has a reputation on social media for motivating other people. Whether it be personal development or inspiration in the workplace, our content will have you bursting with ambition. With this, we recently started the 10 Quotes series; a list of 10 quotes that will inspire you both in and out of the workplace. Today we are sharing a new list of quotes, all dedicated to helping you be a better leader! Whether you are in a management ...
HOW UNIVERSAL AVAILABILITY REALLY IMPACTS RETIREMENT PLANS
ADMIN Partners has talked a lot about Universal Availability (UA) and Meaningful Notice here on the blog. We have shared what UA is and how employers can ensure they meet the requirements for their retirement plan. With that in mind, we want to steer the conversation surrounding UA and expand on why it is so important. We also want to share some insight on what can happen when Plans fail to provide their employees with Meaningful Notice. Let’s ...
ADMIN @ THE PHILLIES GAME
ADMIN Partners recently hosted a company outing at the Philadelphia Phillies game! Our staff came together on an exceptionally hot night to take in the Phillies vs. Dodgers. While the game was cut short after four innings due to heavy rains, ADMIN’s team got to enjoy great food and great company in the stadium’s Hall of Fame section. Here is a glimpse inside our time there: ...
JOIN US FOR AN EXCLUSIVE WEBINAR!
ADMIN Partners is hosting an all-new webinar for Financial Advisors and you are invited! With over a decade in the industry, ADMIN Partners has seen it all. From failed IRS Audits to Plans operating out of compliance, ADMIN Partners has experienced the good, the bad, and the ugly. With this knowledge in hand, we have created a unique webinar experience that gives Financial Advisors the resources to approach (and win!) these types of complex ...
MONTHLY BOOK REVIEW: THE MAKING OF A MANAGER
June proved to be a busy month for ADMIN, but we made sure to squeeze in a quick read before the month ended. Keeping on the theme of leadership, we picked up a new book by Julie Zhuo called ‘The Making of a Manager.’ What drew us to this book was Julie’s own story of becoming a manager at just 25 years old. With no formal training under her belt, Julie took the role and used the experience as a training tool to help her lead teams. Now, the VP ...
FIVE LEADERSHIP PODCASTS YOU SHOULD LISTEN TO
Podcasts are a simple way to take in both education and inspiration while on the go. Whether you have a long commute to work or need something to keep you entertained on the treadmill, a podcast is a great way to kill time. Almost all podcasts are free and they are hosted on a slew of platforms. They have also become a leading form of marketing for businesses in various industries. Simply put, there is a podcast for everything so no matter what ...
A DYNAMIC DUO: TPA’S + FINANCIAL ADVISORS
When it comes to retirement planning, Financial Advisors and TPA firms have spent years working against each other. This was the result of Third Part Companies venturing into the world of investments leaving Advisors to feel like they had a new army of competition. While it’s true that some TPA’s have joined the ranks of selling investments to employer-sponsored retirement plans, other TPA’s, such as ADMIN Partners, have decided to take a ...
THE ONCE IN, ALWAYS IN RULE
2019 has brought a number of changes to retirement plan rules. From legislative changes made to financial hardships, to an increase in annual contribution limits, there have been changes to retirement plans impacting both Plan Sponsors and Plan Participants. Along with these changes comes a new IRS guidance regarding the eligibility provisions for 403(b) Plans. The new guidance is specific to Plans that include an elective deferral ...
TEN QUOTES THAT WILL INCREASE YOUR PRODUCTIVITY
ADMIN Partners has a reputation on social media for motivating other people. Whether it be personal development or inspiration in the workplace, our content will have you bursting with ambition. We wanted to bring some of this same enthusiasm into the blog by sharing ten quotes that will boost your productivity. Each quote was designed for you to save and share with your own audience so, don't be shy! Download your favorite quotes from the list ...
