Happy New Year from ADMIN Partners! To celebrate the final days of 2019, our office will close at 2pm EST on Tuesday, 12/31/2019 and will be closed on Wednesday 1/1/2020. We will return to the office on Thursday, 1/2/2020. Want more from ADMIN this holiday season? Subscribe to the ADMIN Partners blog where we share weekly updates on the retirement planning industry. Signing up will also give you access to our exclusive ...
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SALES TIP: PERFECTING YOUR RESPONSE
When it comes to sales, there’s nothing that packs on the pressure like a presentation. Whether you are walking into your first meeting with a prospect or going against the competition in a finalist presentation, how you prepare yourself is key. We recently had ADMIN’s sales team share some of their insights on how they best prepare for a sale and their top tip? Perfecting your response! Anticipating the questions you will receive during the ...
CONNECTING WITH ADMIN
Over the past two years, ADMIN Partners has worked to build up our social media presence. Doing so has been a way for us to connect with our existing clients, create new relationships, and expose ourselves to what’s happening in the world of retirement planning. In a world that continues to become more digital, we are working to expand our content on the various social platforms that exist. From Twitter to LinkedIn, you can find ADMIN ...
HELPING FOR THE HOLIDAYS
As we start to approach the holiday season, we can feel the hustle and bustle that comes with this festive time of year. From decorating to baking to the always exciting gift giving, it’s easy to get caught up in the excitement and the frenzy that is the holidays. This year ADMIN’s team decided to take a different approach to the holiday season. While we look forward to the team activities we have planned, we wanted to eliminate the normal ...
HOW TO ESTABLISH 403(b) PLAN
By now you know that ADMIN Partners is an expert when it comes to retirement planning. This is especially true for plans that fall into our niche: the tax-exempt and government marketplace. In this arena of retirement planning, we often work with employers who are in the process of establishing a retirement plan for their organization for the first time. These are commonly referred to as ‘start-up’ plans and while they are a familiar territory ...
TED TALKS TO BOOST YOUR CONFIDENCE
Whether you are a high level manager or a recently graduated intern walking into the workforce, confidence plays a significant role in how you perform. Like many things in life, building your confidence is a lot easier said than done. With this in mind, ADMIN’s team went on a hunt for TED Talks that not only help you build confidence at work, but talks that inspire you to get outside of your comfort zone. We found a lot of great talks on the TED ...
HAPPY THANKSGIVING!
ADMIN Partners would like to wish everyone a very Happy Thanksgiving! In honor of this delicious holiday, our office will be closed on Thursday, 11/28/2019 and Friday, 11/29/2019. We will return back to the office on Monday, 12/2/2019. Want more from ADMIN this holiday season? Subscribe to the ADMIN Partners blog where we share weekly updates on the retirement planning industry. Signing up will also give you access to our exclusive ...
THE DEADLINE IS HERE: UNIVERSAL AVAILABILITY
With a little over a month left in the 2019 year, ADMIN Partners would like to remind our 403(b) Plan Sponsors of their Universal Availability requirement. Time is running out, but we are here 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 approach the end of 2019, ADMIN Partners would like to remind our ...
MONTHLY BOOK REVIEW: DIGITAL MINIMALISM
During the month of October, ADMIN’s team decided to test the waters for our Book of the Month. Sure, we wanted a book that related to business and how we work, but we also wanted to branch out of the traditional business book arena. This landed us on Cal Newport’s book: Digital Minimalism. In a day and age where the hype of minimalism clashes with the want to have and do it all, we were intrigued to see how putting down our phones and stepping ...
SINGLE VS. MULTI-VENDOR PLANS
If you have been following our blog for some time, you have heard us talk about the single vs. multi-vendor arrangements available to 403(b) plans. This option is unique to 403(b) plans and can cause uncertainty when employers are establishing a plan for their organization. How do you know which setup works best for your 403(b)? Luckily for employers, there is no right or wrong answer to this question. The decision on which setup you choose ...
