While the past two years have definitely changed the way we all work, ADMIN is using the 2022 year to reconnect with Financial Advisors as they support their clients both remotely and in person. This year ADMIN will be hosting quarterly webinars on various retirement plan topics including IRS audits and retirement plan options for charter schools. Our objective with these webinars is to ensure advisors have up-to-date education on retirement plan ...
HAPPY HOLIDAYS FROM ADMIN!
Happy Holidays from ADMIN Partners! In observance of the holiday, our office will be closed tomorrow, Dec 24th. We will return to the office on Monday, Dec 27th. We hope everyone has a wonderful and safe holiday season! ...
IMPORTANT NOTICE
Please note that ADMIN’s office will be closed on Monday, December 13th due to the passing of a member of the ADMIN Partners family. You can continue to reach us via email at contact@youradminpartners.com or you can leave a message via phone at 877-484-4400. A member of our team will be in touch with you when we return to the office on Tuesday, December 14th. We thank you in advance for your understanding. ...
IRS ANNOUNCES 2022 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 2022? Here’s the breakdown: The IRS has just released the contribution and benefit limits on pension plans and other retirement items for the 2022 tax year. These changes, published in Notice 2021-61, have ...
UPDATES TO FINANCIAL HARDSHIPS
Our TPA clients may recall that back in late 2018, we announced changes to the financial hardship distribution option for 403(b), 401(k), and Governmental 401(a) Plans. These changes, a result of the Bipartsian Budget Act of 2018, will only impact plans that currently permit hardship distributions as part of their plan provisions. It is important to note that the Budget Act of 2018 specifically cites 401(k) plans, therefore, rule changes with ...
ADMIN AT THE NTSA VIRTUAL SUMMIT
The National Tax-Deferred Savings Association (NTSA) recently hosted their annual Summit via a virtual series of workshops on 403(b) and 457(b) retirement plan education. Our very own CEO, Mark Heisler, was the host of a workshop examining on one of the most frequently asked questions by Financial Advisors... Which ERISA retirement plan is best suited for a 501(c)(3) organization: a 403(b) or a 401(k)? During the session, Mark discussed the ...
5 PODCASTS TO BOOST TEAMWOK
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 ...
MONTHLY BOOK REVIEW: THRIVE
THRIVE: The Leaders Guide to Building a High-Performance Culture A new year means a new stack of books and reviews to share with you all. We are kicking things off in 2021 with a book that deep dives into high-performance culture for businesses. Thrive by Andrew Freeman and Paul Elliot dives into the ways in which leaders can clearly define what high-performance means to them and their teams. This top selling book also evaluates the way in ...
3 QUESTION THURSDAY: WES IFAN
As part of our commitment to providing continuous retirement planning education, ADMIN Partners is adding a new series to our blog: 3 Questions Thursday! This series will be an opportunity for ADMIN to introduce you to leading Financial Advisors working in the retirement space. Each month a new Advisor will join us in answering 3 questions that can help Plan Sponsors and Participants better understand how to benefit from their retirement ...
ADMIN EDUCATION: BUNDLED vs. UNBUNDLED
Over the past year ADMIN Partners has used our blog series, ADMIN Education, to share retirement planning knowledge that helps Plan Sponsors, Participants, and Financial Advisors with their retirement plan administration. The series has showcased an array of topics including contribution options like Roth Deferrals as well as insights on complex plan designs for organizations such as churches and religious organizations. The good news is there is ...
5 TED TALKS FOR WORKING REMOTELY
For most of 2020 and heading into 2021 many organizations, including ADMIN Partners, have their teams working in a new environment: from home. The separation of work and home life was largely distinct for Americans. However, over the past few decades, the concept of having teams work remotely has gained popularity and is now a normalized means of working across the World. In fact, researchers have determined that working from home can increase ...
BEST BOOKS OF 2020
It was no surprise that our Monthly Book Review series was a hit on the blog in 2020. As it was in 2019, the book series was a favorite for our audience. This is good news for the ADMIN team who uses the series to broaden our perspective in business and tackle our reading goals for the year. This past year was a great reading year for our team, and we wanted to share some of our top reads from 2020. With that being said, here are the top five ...
