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 ...
RETIREMENT PLANNING
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, ...
WE WANT TO KNOW: WHAT YOU WANT FROM ADMIN
Can you believe that 2020 is almost over? No? We can’t either! Believe it or not, the year is quickly wrapping up and ADMIN’s team is hard at work on new blog and social media content for the upcoming 2021 year. While this year has been unconventional (to say the least), our team has worked diligently to maintain a sense of normalcy when it comes to our clients and the compliance of their retirement plans. Along with providing support around ...
ADMIN EDUCATION: HARDSHIPS VS LOANS PT2
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 ...
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 ADMIN NEWSLETTER
ADMIN Partners has been an expert in the tax-exempt and governmental retirement industry for over a decade. While we have used this experience to help Plan Sponsors and Advisors across the country, we want to expand our reach. To do this, our team has shared content on our social media platforms along with the content we share here on this blog. Another avenue we have taken is our quarterly newsletter where we share updates on ADMIN Partners as ...
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 ...
2020 UNIVERSAL AVAILABILITY REMINDER
Believe it or not, we are about to enter the last quarter of 2020. With this in mind, ADMIN Partners would like to remind 403(b) Plan Sponsors of their 2020 Universal Availability requirement and how we can help! UNIVERSAL AVAILABILITY Each year, the IRS requires 403(b) retirement Plan Sponsors to notify all eligible employees that the Plan is available for their participation. As we enter the last few months of 2020, ADMIN Partners would ...
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 ...
ADMIN BLOG SERIES YOU SHOULD FOLLOW
Over the past few years, ADMIN Partners has produced a large amount of content here on our blog. Posting weekly for over two years, we have a range of content covering everything from retirement planning to business development. We have also developed a few series on the blog which include a collection of posts relating to an array of topics. In fact, it is our blog series that have been the most popular over the past few years and that have ...
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 ...
