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 ...
ADMIN PARTNERS
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 ...
HAPPY THANKSGIVING
HAPPY THANKSGIVING FROM ADMIN PARTNERS ADMIN Partners would like to wish everyone a very happy and very safe Thanksgiving! In observance of the holiday, our office will be closed on Thursday, November 25th and Friday, November 26th. We will return to the office on Monday, November 30th. We are so thankful for all of our clients and connections as we kick off the holiday season! Want more from ADMIN? Subscribe to our blog for weekly ...
IRS ANNOUNCES 2021 CONTRIBUTION LIMITS
One of the most important aspects of retirement planning is saving your money for your future. Of the various ways to do this, investing in a retirement plan is one of the best. So, how much can you save in a retirement plan in 2021? Here’s the breakdown: The IRS has just released the contribution and benefit limits on pension plans and other retirement items for the 2021 tax year. These changes, published in Notice 2020-79, have ...
THE ADMIN NEWSLETTER
ADMIN Partners has been an expert in the tax-exempt and governmental retirement industry for over a decade. While we have used this experience to help Plan Sponsors and Advisors across the country, we want to expand our reach. To do this, our team has shared content on our social media platforms along with the content we share here on this blog. Another avenue we have taken is our quarterly newsletter where we share updates on ADMIN Partners as ...
TIME MANAGEMENT TIPS
Whether you are working remotely or back in the office, time management is essential to stay on track and increase productivity. While some people think that in order to be productive you need to work harder, we would argue that you just need to adopt techniques that allow you to work smarter. This is especially the case when it comes to time management which, when done well, can prove to beneficial to the way in which we ...
HELP US, HELP YOU!
WE WANT YOUR HELP! ADMIN Partners is working on a brand-new website design and we are looking for input from our clients, partners, and online community. In redesigning our site, we want to create an online experience that helps our clients and prospects easily navigate our retirement plan services. To do this, we are giving you the opportunity to share your suggestions with us. Before you submit your suggestions, consider the ...
ADMIN AT HOME
ADMIN AT HOME Our recent blog post let you know that the ADMIN team recently started to work remotely as a measure of social distancing due to the recent impact of COVID-19. While we have continued to service our clients without any interruptions, the changes to our work environments has been noticed by the team. From adorable mini coworkers to some furry friends trying to tackle our workload, working from home definitely has its perks. ...
ADMIN’S COVID-19 PLAN
ADMIN IS PREPARED! With the evolving nature of the coronavirus (COVID-19), we would like to take this opportunity to let our clients know that ADMIN Partners is providing continuous support during this time. Our staff is currently working remotely with no impact on our service delivery. We have taken all of the necessary steps to ensure that our systems continue to operate smoothly during this time with our staff working outside of our ...
MEET THE TEAM: GREG VERNA
ADMIN Partners has spent the past few years expanding our presence here on the ADMIN blog and on social media. Doing so has allowed us to connect with our existing clients, financial advisor partners, and those working in the financial services industry. We figured that it was time to properly introduce the team behind ADMIN so that you can better get to know the people behind the name. To do this we have decided to start a new blog series: Meet ...
