If you have been following along with the ADMIN log, then then IRS Pre-Approved 403(b) Prototype Plan might sound familiar. As experts in the 403(b) marketplace, ADMIN has spent the past few years educating employers and financial advisors on the prototype and what it means for existing 403(b) retirement plans. This initiative by the IRS has tightened the regulations surrounding 403(b) Plans and has made the option of self-administration much ...
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WHAT OUR CLIENTS ARE SAYING ABOUT ADMIN
It’s been a while since we have shared some client testimonials here on the blog, but we can’t imagine a better way to kick off 2020! Our team is dedicated to providing quality customer service from the moment we are retained as a TPA. Our goal is to personalize the experience that our clients have with our team and to help ease the burdens that come with their retirement plans. We do this by maintaining communication with our Plan Sponsors ...
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 ...
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 ...
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 ...
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 ...
6 REASONS TO INVEST IN A RETIREMENT PLAN
Have you heard? It’s National Retirement Security Week (NRSW) and ADMIN Partners is celebrating this national event by spending the week promoting the benefits of saving for your future retirement. Each year, the NRSW is an opportunity for those working in financial services to bring awareness to others about the importance behind planning for a comfortable retirement. To do this, ADMIN will be sharing six different reasons that you should be ...
6 REASONS TO INVEST IN A RETIREMENT PLAN
Have you heard? It’s National Retirement Security Week (NRSW) and ADMIN Partners is celebrating this national event by spending the week promoting the benefits of saving for your future retirement. Each year, the NRSW is an opportunity for those working in financial services to bring awareness to others about the importance behind planning for a comfortable retirement. To do this, ADMIN will be sharing six different reasons that you should be ...
HOW 403(B) PLANS BENEFIT NON-PROFITS
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 ...
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 ...
