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 ...
FINANCIAL PLANNING
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 ...
HOW TO ESTABLISH 403(b) PLAN
By now you know that ADMIN Partners is an expert when it comes to retirement planning. This is especially true for plans that fall into our niche: the tax-exempt and government marketplace. In this arena of retirement planning, we often work with employers who are in the process of establishing a retirement plan for their organization for the first time. These are commonly referred to as ‘start-up’ plans and while they are a familiar territory ...
SINGLE VS. MULTI-VENDOR PLANS
If you have been following our blog for some time, you have heard us talk about the single vs. multi-vendor arrangements available to 403(b) plans. This option is unique to 403(b) plans and can cause uncertainty when employers are establishing a plan for their organization. How do you know which setup works best for your 403(b)? Luckily for employers, there is no right or wrong answer to this question. The decision on which setup you choose ...
6 REASONS TO INVEST IN A RETIREMENT PLAN
Have you heard? It’s National Retirement Security Week (NRSW) and ADMIN Partners is celebrating this national event by spending the week promoting the benefits of saving for your future retirement. Each year, the NRSW is an opportunity for those working in financial services to bring awareness to others about the importance behind planning for a comfortable retirement. To do this, ADMIN will be sharing six different reasons that you should be ...
6 REASONS TO INVEST IN A RETIREMENT PLAN
Have you heard? It’s National Retirement Security Week (NRSW) and ADMIN Partners is celebrating this national event by spending the week promoting the benefits of saving for your future retirement. Each year, the NRSW is an opportunity for those working in financial services to bring awareness to others about the importance behind planning for a comfortable retirement. To do this, ADMIN will be sharing six different reasons that you should be ...
HOW 403(B) PLANS BENEFIT NON-PROFITS
Recently, ADMIN Partners hosted a webinar for financial advisors that focused on the underserved 403(b) markets. During this conversation, we touched on the topic of 501(c)(3) non-profits and how beneficial a 403(b) retirement plan can be to their organization. It’s unfortunate how often the non-profit marketplace is overlooked when it comes to retirement planning. Whether it be a lack of education on how to properly service the plan or ...
ADMIN’S UNIQUE CONSULTATIVE APPROACH
When it comes to TPA’s, there are a number of options for Plan Sponsors to choose from. No matter what type of retirement plan you want to administer, there is a TPA out there for you. With this being said, we wanted to take the time to talk more about ADMIN’s unique approach to retirement administration and how ADMIN Partners stands out amongst the rest. In the past, we have shared a great deal on how ADMIN’s operations vary from other ...
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 ...
THE ONCE IN, ALWAYS IN RULE
2019 has brought a number of changes to retirement plan rules. From legislative changes made to financial hardships, to an increase in annual contribution limits, there have been changes to retirement plans impacting both Plan Sponsors and Plan Participants. Along with these changes comes a new IRS guidance regarding the eligibility provisions for 403(b) Plans. The new guidance is specific to Plans that include an elective deferral ...
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; ...
