Earlier this week we talked a little bit about Universal Availability and how understanding UA can benefit a Plan Sponsor in managing their Plan. We wanted to expand on that discussion and go more in depth on the topic. Here is a broader look at Universal Availability. UA is a rule under the IRS that requires employers to let employees make elective deferrals (if they wish to do so) within the company’s 403(b) plan. The idea behind the rule is ...
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WHY ALL PLAN SPONSORS SHOULD (b)INFORMED – PART THREE
ADMIN Partners is committed to creating educational opportunities for both our existing and potential clients. We understand that by educating our clients, we create a stronger relationship with them and they in turn, are more successful at maintaining their retirement plan. The benefits of having an informed Plan Sponsor is extraordinary when it comes to effective plan management. This is why ADMIN Partners decided to create a three-part series ...
FIVE BUSINESS PODCASTS YOU SHOULD LISTEN TO
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 ...
WHY ALL PLAN SPONSORS SHOULD (b)INFORMED – PART TWO
ADMIN Partners is committed to creating educational opportunities for both our existing and potential clients. We understand that by educating our clients, we create a stronger relationship with them and they in turn, are more successful at maintaining their retirement plan. The benefits of having an informed Plan Sponsor is extraordinary when it comes to effective plan management. This is why ADMIN Partners decided to create a three-part series ...
STARTING WITH THE ‘WHY’
When it comes to business, we often hear things like: ‘This is what we are selling’ or ‘This is how we do things.’ Companies from all over the World in all different industries talk about what they are doing and how they are doing things. While ADMIN Partners has a focus on the What and How, a majority of our attention is spent on the Why. So, the real question we want you to ask us is: Why are we in our business? Unlike other firms, ADMIN ...
ADMIN’S CUSTOMER SERVICE WINS
ADMIN Partners is dedicated to providing quality customer service to all our clients. Our goal is to personalize the experience that clients have with our staff. We do this by maintaining consistent communication and ensuring that everyone knows they can always reach us. Recently our Client Service Representative, Shelby Middleman showed a client of ours what dependable customer service is all about. By following through and going the extra ...
WHY ALL PLAN SPONSORS SHOULD (b)INFORMED – PART ONE
ADMIN Partners is committed to creating educational opportunities for both our existing and potential clients. We understand that by educating our clients, we create a stronger relationship with them and they in turn, are more successful at maintaining their retirement plan. The benefits of having an informed Plan Sponsor is extraordinary when it comes to effective plan management. This is why ADMIN Partners decided to create a three-part series ...
ADMIN PARTNERS, LLC. AT THE 2018 TASBO
ADMIN Partners was recently invited to join our friends, Horace Mann, at the 2018 Texas Association of School Business Officials (TASBO) Conference. CEO, Mark Heisler, and Sales Manager, Greg Verna, took the trip to Fort Wort, Texas where they presented an educational workshop for attendees in the style of ADMIN Partner’s recent (b)Informed video series. Similar to his recent talk at the NCASBO (see more from that here), Mark started the ...
ADMIN PARTNERS AWARDED MASS MUTUAL’S TPA CHAMPIONSHIP BELT
ADMIN Partners is a leading TPA in the Tax-Exempt and Government Markets. On February 22, 2018 our friends at Mass Mutual stopped by our office to award us with the “2017 TPA championship belt.” The belt signifies ADMIN as #1 in TPA sales (by assets) in the Northeast region. Mass Mutual and ADMIN Partners continue to expand their relationship in the Tax-Exempt and Government Markets. We look forward to continued success in 2018! ...
ADMIN PARTNERS, LLC. AT THE 2018 NCASBO
On February 12, 2018, ADMIN Partners, LLC. CEO, Mark Heisler, spoke at the North Carolina Association of School Business Officials (NCASBO) 2018 Conference and gave plan sponsors the opportunity to “(b) informed.” Mark presented an educational workshop for the 60+ attendees in the style of ADMIN Partner’s recent (b)Informed video series, covering relevant news and “what you must know” in the changing milieu of 403(b) compliance. Along with ...
