While the past two years have definitely changed the way we all work, ADMIN is using the 2022 year to reconnect with Financial Advisors as they support their clients both remotely and in person. This year ADMIN will be hosting quarterly webinars on various retirement plan topics including IRS audits and retirement plan options for charter schools. Our objective with these webinars is to ensure advisors have up-to-date education on retirement plan ...
FINANCE
HOW UNIVERSAL AVAILABILITY REALLY IMPACTS RETIREMENT PLANS
ADMIN Partners has talked a lot about Universal Availability (UA) and Meaningful Notice here on the blog. We have shared what UA is and how employers can ensure they meet the requirements for their retirement plan. With that in mind, we want to steer the conversation surrounding UA and expand on why it is so important. We also want to share some insight on what can happen when Plans fail to provide their employees with Meaningful Notice. Let’s ...
A DYNAMIC DUO: TPA’S + FINANCIAL ADVISORS
When it comes to retirement planning, Financial Advisors and TPA firms have spent years working against each other. This was the result of Third Part Companies venturing into the world of investments leaving Advisors to feel like they had a new army of competition. While it’s true that some TPA’s have joined the ranks of selling investments to employer-sponsored retirement plans, other TPA’s, such as ADMIN Partners, have decided to take a ...
MONTHLY BOOK REVIEW: THE LATTE FACTOR
Working in the retirement industry, we often spend a lot of time talking about saving money. If you ask us, it’s something that is not talked about enough. In fact, the significance of saving money for your later years is usually overlooked. With a tough economy and high expenses, people tend find themselves focusing more on getting by each day versus planning for the years ahead. This is something that ADMIN understands and can sympathize with; ...
ADMIN’S (FREE) PLAN CONSULTATION SERVICE
We have talked before on importance of using a full-service TPA. While the term ‘full-service’ can mean different things to different TPA firms, to ADMIN it means providing a range of services that meet the needs of an organization with transparency around costs. One aspect of our services that you don’t see commonly discussed is ADMIN’s free plan consultation. ADMIN Partners does business with the understanding that not every TPA is a good ...
MONTHLY BOOK REVIEW: GREAT AT WORK
If you work in any sort of office environment, you may have seen the differences in the level of work done by employees around you. In fact, this is one topic that has confounded professionals for years. Why, in work, do some people perform better than others? To help answer this perplexing question, Morten T. Hansen dedicated years to studying over 5,000 managers and employees. His investigation looks into what habits (or as he refers to ...
FIVE TED TALKS ON FAILURE YOU SHOULD WATCH
While we have not posted a compilation of TED Talks in quite some time, it does not mean we have not been watching. In fact, we have a slew of favorites to share with you. We figured we would start with a list of TED Talks that touch on the subject of failure. Now, we know how that sounds, but hear us out. There is no denying that failure is a difficult thing to experience; however, there is a lot to be learned from the failures you encounter ...
ADMIN’S YEAR IN REVIEW
2018 was a year for the books for ADMIN Partners! From expanding our presence on social media to hosting seminars for some of the top Financial Advisors in the industry, we had an exciting year from start to finish. Below is a look at ADMIN’s successful 2018 and a glimpse at what is to come in the New Year! Thank you to everyone who supported us throughout 2018. We cannot wait to work through 2019 with you by our side! ...
ADMIN’S FAQ SERIES: PART THREE
Here at ADMIN, we receive a generous number of questions from a variety of people within the retirement planning industry. Whether its financial advisors looking for education on upcoming regulation changes or potential clients trying to learn more about who we are, the demand is there and we are always willing to help. For some time now, we have considered creating a FAQ for our blog, which we thought could be used as a reference for some of ...
FIVE SALES 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 ...
THE ADMIN APPROACH: RELATIONSHIP BUILDING
If you ask us, the foundation of doing good business is building strong relationships with others. That concept extends to the interactions that happens inside of the company (both management & employees) as well as the rapport that is built with clients and vendors that interact with your business. With this in mind, it's important to consider how you can ensure that you are building healthy relationships throughout your business. Whether ...
FREE EBOOK: THE ALL NEW IRS 403(b) PRE-APPROVED PLAN QUICK GUIDE
ADMIN Partners is committed to continuously providing up-to-date educational material for all of our clients working within the retirement planning community. Our goal is to ensure that Plan Sponsors & their Financial Advisors are informed about important regulatory updates that impact them and their retirement plans. With this in mind, ADMIN Partners has created an all new series of eBooks to help our clients stay informed with the evolving ...
