Recently, ADMIN Partners hosted a webinar for financial advisors that focused on the underserved 403(b) markets. During this conversation, we touched on the topic of 501(c)(3) non-profits and how beneficial a 403(b) retirement plan can be to their organization. It’s unfortunate how often the non-profit marketplace is overlooked when it comes to retirement planning. Whether it be a lack of education on how to properly service the plan or ...
MONTHLY BOOK REVIEW: GRIT
GRIT: THE POWER OF PASSION AND PERSEVERANCE While September proved to be a busy month for the ADMIN team, we still managed to sink our teeth into a book that has been on our ‘to be read’ list for some time. In business and in life, it can often be thought that in order to be successful, one needs to possess a gift. Angela Duckworth challenges this by stating it is not a natural ability that leads you to success. Rather, it is a ...
2019’S UNIVERSAL AVAILABILITY REQUIREMENT
As the end of the 2019 year approaches, ADMIN Partners would like to take this time to remind our 403(b) Plan Sponsors of their Universal Availability requirement and what we can do to help! UNIVERSAL AVAILABILITY Each year, the IRS requires 403(b) retirement Plan Sponsors to notify all eligible employees that the Plan is available for their participation. As we enter the last half of 2019, ADMIN Partners would like to remind our Plan ...
ADMIN’S UNIQUE CONSULTATIVE APPROACH
When it comes to TPA’s, there are a number of options for Plan Sponsors to choose from. No matter what type of retirement plan you want to administer, there is a TPA out there for you. With this being said, we wanted to take the time to talk more about ADMIN’s unique approach to retirement administration and how ADMIN Partners stands out amongst the rest. In the past, we have shared a great deal on how ADMIN’s operations vary from other ...
AN INSIDE LOOK AT ERISA
In the past 10+ years, ADMIN Partners has worked with hundreds of retirement plans. With this experience in hand, we have been able to help navigate Plan Sponsors around the rules and requirements that come with ERISA. To this day, we continue to receive questions from Sponsors and Advisors regarding what subjects a 403(b) Plan to ERISA and the responsibilities that come with this label. In order to create a better understanding of ERISA, here is ...
MONTHLY BOOK REVIEW: DARING GREATLY
Over the past year, ADMIN Partners has shared a number of book reviews on all the different aspects of business. While we have enjoyed each of those reads, we wanted to change things up for August and check out a book that focused on personal development. It is our belief that building your personal development skills will better one’s life both in and out of the workplace. Lucky for us, we stumbled on the book Daring Greatly by Brené Brown and ...
THE TOP 5 BUSINESS DEVELOPMENT PODCASTS
It’s been a while since we have featured our favorite podcasts on the blog, but that does not mean that we have stopped listening. In fact, we had so many saved that narrowing down the list to five for this post proved to be a challenge. We decided to select our top podcasts that have a focus on business development. Whether it’s boosting your digital marketing practices, taking the leap on a new business venture, or finding ways to boost ...
WELCOME BACK TO SCHOOL!
It’s that time again! Back to school time which means school staff and students are getting back into the swing of things. Here at ADMIN, we understand how busy this time of year can be for the school’s administration team. With this in mind, we are sending out a reminder that we are here to help! The beginning of a new school year brings a lot of responsibility for school administrators; one being updates to (or the implementation of) the ...
ADMIN’S FOCUS: SAVING PLAN SPONSORS TIME PT2
One of the things that makes ADMIN Partners unique as a TPA is that we work with a specific selection of clients. Being in the tax-exempt and government markets, we are working with a number of organizations that have a strong focus/mission. From public schools to non-profits, our clients are concentrated on helping others. This means they often have little time (and sometimes limited budgets) to source an employee just for administration ...
ADMIN’S FOCUS: SAVING PLAN SPONSORS TIME
One of the things that makes ADMIN Partners unique as a TPA is that we work with a specific selection of clients. Being in the tax-exempt and government markets, we are working with a number of organizations that have a strong focus/mission. From public schools to non-profits, our clients are concentrated on helping others. This means they often have little time (and sometimes limited budgets) to source an employee just for administration of ...
MONTHLY BOOK REVIEW: THE CULTURE CODE
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 ...
