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 ...
FINANCIAL PLANNING
IRS ANNOUNCES 2022 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 2022? Here’s the breakdown: The IRS has just released the contribution and benefit limits on pension plans and other retirement items for the 2022 tax year. These changes, published in Notice 2021-61, have ...
UPDATES TO FINANCIAL HARDSHIPS
Our TPA clients may recall that back in late 2018, we announced changes to the financial hardship distribution option for 403(b), 401(k), and Governmental 401(a) Plans. These changes, a result of the Bipartsian Budget Act of 2018, will only impact plans that currently permit hardship distributions as part of their plan provisions. It is important to note that the Budget Act of 2018 specifically cites 401(k) plans, therefore, rule changes with ...
3 QUESTION THURSDAY: WES IFAN
As part of our commitment to providing continuous retirement planning education, ADMIN Partners is adding a new series to our blog: 3 Questions Thursday! This series will be an opportunity for ADMIN to introduce you to leading Financial Advisors working in the retirement space. Each month a new Advisor will join us in answering 3 questions that can help Plan Sponsors and Participants better understand how to benefit from their retirement ...
2020 CLIENT REVIEWS
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 ...
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, ...
ADMIN EDUCATION: HARDSHIPS VS LOANS
If you have been following ADMIN Partners for a while, you know just how deeply we believe in providing people with education on retirement planning. As an independent TPA who specializes in plan compliance and administration, we understand that everyone from Plan Sponsors and Participants to Financial Advisors find value in retirement education. With this in mind, ADMIN’s team is starting the new blog series, ADMIN Education, ...
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 RIGHT RETIREMENT PLAN FOR YOU
Unlike for-profit companies, those in the tax-exempt space can often have an array of retirement plan types to choose from. Often, when speaking with prospective clients, ADMIN’s team receives an array of questions from employers who are looking to find the plan that is best for them and their employees. With this in mind, we wanted to dedicate a bog post to help those in this unique retirement space determine what plan is right for you and how a ...
ADMIN EDUCATION: ALL ABOUT ROTH
If you have been following ADMIN Partners for a while, you know just how deeply we believe in providing people with education on retirement planning. As an independent TPA who specializes in plan compliance and administration, we understand that everyone from Plan Sponsors and Participants to Financial Advisors find value in retirement education. With this in mind, ADMIN’s team is starting the new blog series, ADMIN Education, dedicated to ...
403(B) BENEFITS: CHURCH & RELIGIOUS ORGANIZATIONS
Over the years, ADMIN Partners has used this blog as a way to educate our community on the services we offer and provide insights into the retirement planning industry. We have also used this platform as a way to examine how retirement planning impacts the various clients that we service. You may have seen us discuss the benefits a 403(b) plan brings to non-profit organizations and even how those working in public education can better plan for ...
403(b) BENEFITS: CHURCH & RELIGIOUS ORGANIZATIONS
Over the years, ADMIN Partners has used this blog as a way to educate our community on the services we offer and provide insights into the retirement planning industry. We have also used this platform as a way to examine how retirement planning impacts the various clients that we service. You may have seen us discuss the benefits a 403(b) plan brings to non-profit organizations and even how those working in public education can better plan for ...
