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 ...
FINANCIAL ADVISOR
JOIN US FOR AN EXCLUSIVE WEBINAR!
ADMIN Partners is hosting an all-new webinar for Financial Advisors and you are invited! 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 have created a unique webinar experience that gives Financial Advisors the resources to approach (and win!) these types of complex ...
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 ...
NTSA’S ALL-NEW CRES CERTIFICATION FOR FINANCIAL ADVISORS
The National Tax-deferred Savings Association (NTSA) has recently released a new certification for Financial Advisors helping Plan Sponsors and Plan Participants within public school districts. CRES (Certified Retirement Education Specialist) qualifies Advisors who want to teach retirement education to their clients. The certification ensures both the Advisor and the District are up to date on regulatory changes within the industry and are ...
401(k) VERSUS 403(b)
For those working in the world of retirement planning, the differences between a 401(k) and a 403(b) Plan are obvious. However, there are many people outside of the financial services industry who are less aware of what each plan type means and who qualifies for these different retirement plan options. While the two plan types are similar in how they operate (for instance, both have the same contribution limits), there are some differences in the ...
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 ALL NEW ADVISOR SEMINAR – YOU’RE INVITED!
ADMIN Partners is hosting another Advisor Seminar and this time, we are extending the invitation to you! Rather than inviting a bunch of our existing financial advisors to listen to us talk, we want to open our doors to advisors who are working in all facets of retirement planning. That's right; we want you to take the floor and tell us what it's like to work with TPA firms. How do they help you when presenting to potential clients? What can they ...
ADMIN PARTNERS’ TREND REPORT
When working with financial advisors and Plan Sponsors, we often get asked to share some of our demographic in regards to the clients that we support and the work that we do. With this in mind, we thought it might be fun to share a blog post that showcases the current trends for ADMIN Partners. From our current retention rate to the number of investment providers we currently work with, this post will cover it all. Let's dig in. The ...
ADMIN’S CUSTOMER SERVICE WINS
ADMIN Partners is dedicated to providing quality customer service to all our clients. Our goal is to personalize the experience that clients have with our staff. We do this by maintaining consistent communication and ensuring that everyone knows they can always reach us. Recently members of our Client Service team have received some rave reviews from some of our valued Plan Sponsors. Here’s what they had to say: Our Sales team has also been ...
THE IMPORTANCE OF RETIREMENT PLANNING
Next week we are dedicating the blog to participants of retirement plans. Participants (the employees of a company who are participating in an employer’s retirement plan option) are the people who drive the work that we do. In fact, without participants to partake in a retirement plan, there wouldn’t be much need for a TPA now would there? Before we jump into next week’s content, we wanted to take some time to talk about the importance of ...
HOW ADVISORS BENEFIT FROM WORKING WITH A TPA
Earlier this week we opened up Advisor Week on the blog by sharing a little background on the relationships that ADMIN Partners has with financial advisors. In today’s post we want to expand on that insight by looking at the benefits advisors receive when teaming up with a TPA, like ADMIN. From education on the administration of a plan to assistance in the sales process, a TPA can provide a slew of advantages to the advisor. Here is a look into ...
THE ADMIN – ADVISOR RELATIONSHIP
We often discuss how important our relationship with financial advisors is to our overall business. Not only do we consider advisors our clients, but we also built our business model on the relationship that we share with advisors. More often than not, it is assumed that we are in competition with advisors and the work they do. However, the role of a TPA was actually created to work alongside advisors and assist them in the design and support of ...
