If you have been following along with the ADMIN log, then then IRS Pre-Approved 403(b) Prototype Plan might sound familiar. As experts in the 403(b) marketplace, ADMIN has spent the past few years educating employers and financial advisors on the prototype and what it means for existing 403(b) retirement plans. This initiative by the IRS has tightened the regulations surrounding 403(b) Plans and has made the option of self-administration much ...
10 QUOTES TO HELP MOTIVATE YOU
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 To Motivate You! With a new year comes a new list of goals that we all want to tackle both personally and ...
MONTHLY BOOK REVIEW: GOOD TO GREAT
GOOD TO GREAT by JIM COLLINS January was a busy month. Between kicking off the New Year and recapping our favorite reads from 2019, ADMIN’s team has a lot on their plate. This didn’t stop us from picking up a new book and diving into our first book review of 2020. If you have read some of our previous book reviews, you know that we love business books that include research and studies. The analysis of how businesses become (and stay) ...
ADMIN AT THE 2020 NTSA SUMMIT
The last week of January was a busy one for the ADMIN team, especially for Mark Heisler and National Sales Manager, Greg Verna who attended the 2020 NTSA Summit in Denver, Colorado. The National Tax-Deferred Savings Association (NTSA) is the industry association dedicated to the 403(b) and 457(b) retirement markets. This year, the NTSA offered educational workshops on a variety of technical plan compliance topics as well as business building ...
WEBINAR: IRS AUDITS
Last year, ADMIN Partners featured an all-new webinar series dedicated to financial advisors that support employer-sponsored retirement plans. The series was a hit and provided advisors in the market an educational resource that allowed them to help existing clients and boost their book of business! With this in mind, ADMIN is continuing the series in 2020 with a new series each quarter or the year. First up: IRS Audits. Most Plan ...
5 TEAMWORK PODCASTS YOU SHOULD HEAR
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 ...
WHAT OUR CLIENTS ARE SAYING ABOUT ADMIN
It’s been a while since we have shared some client testimonials here on the blog, but we can’t imagine a better way to kick off 2020! Our team is dedicated to providing quality customer service from the moment we are retained as a TPA. Our goal is to personalize the experience that our clients have with our team and to help ease the burdens that come with their retirement plans. We do this by maintaining communication with our Plan Sponsors ...
INDUSTRY INSIGHTS: COMMON REMITTANCE
If you have followed along on the ADMIN Partners blog, it’s likely that you have heard us use language specific to the retirement planning industry. However, we realize that not all of our audience is an expert when it comes to the retirement market. With that in mind, we wanted to share some insights on terms that you might hear us, as well as other retirement firms, toss around in conversation. This week we are exploring common ...
TOP 5 BOOKS FROM 2019
2019 was a great year for our blog series ‘Monthly Book Review!’ Not only was it well received by our amazing audience (that’s you!), but it was also such a great way for us to read more and gain new perspectives on professional and personal growth. Each book allowed us to learn something new and taught us various techniques that benefit us personally and professionally. From putting our emotions in check to helping us put down our phones and get ...
INDUSTRY INSIGHTS: DATA AGGREGATION
If you have followed along on the ADMIN Partners blog, it’s likely that you have heard us use language specific to the retirement planning industry. However, we realize that not all of our audience is an expert when it comes to the retirement market. With that in mind, we wanted to share some insights on terms that you might hear us, as well as other retirement firms, toss around in conversation. This week we are exploring data ...
10 QUOTES CELEBRATING TEAMWORK
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’s group of quotes is all about teamwork. We believe that it is only with a team of creative and driven individuals, ...
MONTHLY BOOK REVIEW: NO HARD FEELINGS
No Hard Feelings: The Secret Power of Embracing Emotions at Work With November being a busy month for the ADMIN team, we wanted to dive into a book that was a light read, but one that also touched on an important aspect of business. We found the perfect match when we discovered No Hard Feelings by Liz Fosslien and Mollie West Duffy. These two brilliant consultants decided to brave the minefield that is emotions in the workplace and as you ...
