2020 had it’s hardships and while ADMIN Partners was not exempt from the impact of the challenging year, overall we had a successful year. Not only did ADMIN welcome a number of new clients, but we reconnected with our existing clients during these uncertain times. Throughout the year, we asked our clients and advisor partners to share their feedback on ADMIN’s teams and the services we provide. This allows us to see where we are doing well ...
A LOOK INSIDE THE ADMIN SOLUTION
ADMIN’s CEO, Mark Heisler, was recently invited to partake in a video case study for one of our clients, the Anglican Church of North America (ACNA). The video was created to detail some of the challenges ACNA faced with their multi-location retirement plan. The organization was operating two separate retirement plans with two recordkeepers and with little operational conformity. ACNA, with this assistance of its retirement plan consultant, ...
2021 INTENTIONS
Nothing welcomes a new year like planning some new year resolutions. Here at ADMIN, we prefer to call these our new year intentions. Setting intentions in the beginning of the year can help with planning for the next 12 months, but it also can give you time reflect on the year before and determine what really matters to you when it comes to your personal and professional life. Here are three tips we think can help when trying to set your new year ...
WE WANT TO KNOW: WHAT YOU WANT FROM ADMIN
Can you believe that 2020 is almost over? No? We can’t either! Believe it or not, the year is quickly wrapping up and ADMIN’s team is hard at work on new blog and social media content for the upcoming 2021 year. While this year has been unconventional (to say the least), our team has worked diligently to maintain a sense of normalcy when it comes to our clients and the compliance of their retirement plans. Along with providing support around ...
ADMIN EDUCATION: HARDSHIPS VS LOANS PT2
If you have been following ADMIN Partners for a while, you know just how deeply we believe in providing people with education on retirement planning. As an independent TPA who specializes in plan compliance and administration, we understand that everyone from Plan Sponsors and Participants to Financial Advisors find value in retirement education. With this in mind, ADMIN’s team is starting the new blog series, ADMIN Education, dedicated to ...
ADMIN EDUCATION: HARDSHIPS VS LOANS
If you have been following ADMIN Partners for a while, you know just how deeply we believe in providing people with education on retirement planning. As an independent TPA who specializes in plan compliance and administration, we understand that everyone from Plan Sponsors and Participants to Financial Advisors find value in retirement education. With this in mind, ADMIN’s team is starting the new blog series, ADMIN Education, ...
HAPPY THANKSGIVING
HAPPY THANKSGIVING FROM ADMIN PARTNERS ADMIN Partners would like to wish everyone a very happy and very safe Thanksgiving! In observance of the holiday, our office will be closed on Thursday, November 25th and Friday, November 26th. We will return to the office on Monday, November 30th. We are so thankful for all of our clients and connections as we kick off the holiday season! Want more from ADMIN? Subscribe to our blog for weekly ...
10 QUOTES OF HOPE
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. 10 QUOTES OF HOPE As the year winds down, ADMIN Partners wanted to wrap up this series in a way that gives you a ...
IRS ANNOUNCES 2021 CONTRIBUTION LIMITS
One of the most important aspects of retirement planning is saving your money for your future. Of the various ways to do this, investing in a retirement plan is one of the best. So, how much can you save in a retirement plan in 2021? Here’s the breakdown: The IRS has just released the contribution and benefit limits on pension plans and other retirement items for the 2021 tax year. These changes, published in Notice 2020-79, have ...
MONTHLY BOOK REVIEW: THE INNOVATION STACK
THE INNOVATION STACK by JIM MCKELVEY It’s been a while since we have shared a Book of the Month post here on the blog. A busy summer interrupted our team’s reading, but we are back on track and excited to share our September read with you. Diving back into our reading, we wanted to find a book that both entertained us and inspired us. This led us to The Innovation Stack by Jim McKelvey. You may not be familiar with McKelvey by name, but ...
THE ADMIN NEWSLETTER
ADMIN Partners has been an expert in the tax-exempt and governmental retirement industry for over a decade. While we have used this experience to help Plan Sponsors and Advisors across the country, we want to expand our reach. To do this, our team has shared content on our social media platforms along with the content we share here on this blog. Another avenue we have taken is our quarterly newsletter where we share updates on ADMIN Partners as ...
FIVE PODCASTS FOR TOUGH TIMES
2020 has been a challenging year for many people both professionally and personally. With this in mind, ADMIN’s team has been working to include content that keeps our audience inspired and gives a boost of encouragement. We realized that we have not shared anything in our podcast series lately, so we did some digging and found five podcasts that can help anyone who is trying to push through this tough time. Whether you are looking for something ...
