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 ...
FINANCIAL ADVISOR
WEBINAR: IRS AUDITS
Last year, ADMIN Partners featured an all-new webinar series dedicated to financial advisors that support employer-sponsored retirement plans. The series was a hit and provided advisors in the market an educational resource that allowed them to help existing clients and boost their book of business! With this in mind, ADMIN is continuing the series in 2020 with a new series each quarter or the year. First up: IRS Audits. Most Plan ...
DATES ADDED TO ADMIN’S WEBINAR SERIES!
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 ...
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 ...
