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 ...
2020 CLIENT REVIEWS
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 ...
