After the success of our webinar series: Servicing The Underserved, ADMIN has decided to add two additional dates. This allows busy financial advisors to join in on the conversation surrounding complex retirement plans. With over a decade in the industry, ADMIN Partners has seen it all. From failed IRS Audits to Plans operating out of compliance, ADMIN Partners has experienced the good, the bad, and the ugly. With this knowledge in hand, we ...
(b)INFORMED
WHO ARE OUR CLIENTS: PLAN SPONSORS & PARTICIPANTS
This week is ADMIN’s Client Appreciation Week! We wanted to dedicate a week to the clients who make it possible for ADMIN Partners to manage the retirement plan administration for over 700 plans. Something that sets ADMIN apart is that we have more than just one type of client. In fact, our list of clients falls into three different categories: Investment Firms, Financial Advisors, and Plan Sponsors/Participants. These groups all contribute to ...
ADMIN PARTNERS WITH YOU: HARDSHIP WITHDRAWALS
ADMIN Partners is committed to creating new educational opportunities for all of our clients including financial advisors, plan sponsors, and plan participants. This has inspired us to create our brand new Education Services Video Series titled 'ADMIN Partners with You.' We realize that it can be a challenge understanding the provisions of a retirement plan. With this in mind, we have our very own Customer Services staff guide you through your ...
NATIONAL RETIREMENT PLANNING WEEK – 2018
ADMIN Partners is happy to announce that we are celebrating National Retirement Planning Week, 2018 (April 9th-13th)! We recognize the importance of planning for your retirement and we commend all of those who work diligently towards making retirement planning a success for millions of Americans every year. With an economy that is consistently fluctuating, saving for retirement can often seem like a burden. However, with the right tools it is ...
UNDERSTANDING UNIVERSAL AVAILABILITY (UA)
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 ...
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 ...
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 ...
