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 ...
RETIREMENT 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 ...
ADMIN EDUCATION: REQUIRED MINIMUM DISTRIBUTIONS
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 ...
OUR HAND HOLDING APPROACH
The past few weeks have been nothing short of challenging for organizations and individuals across the nation. As the spread of the Coronavirus continues, ADMIN’s dedicated team has been working closely with our clients to lend a helping hand during this difficult time. From providing education on the evolving retirement market to assisting those who find themselves in a financial hardship due to COVID-19, ADMIN is here to help. With this in ...
THE CARES ACT
The recent impact of COVID-19 has created stress and uncertainty for both Plan Sponsors and Participants around the state of not only their retirement plans, but their everyday lives. ADMIN Partners understands that it is in times like these that we need to support our clients and partners by helping them navigate the evolving state of the retirement plan industry. ADMIN’s team is committed to providing our clients with continuous education on ...
403(b) PLAN DOCUMENT RESTATEMENT EXTENSION
403(b) Plan Document Restatement Extension On Friday March 27th the IRS (Internal Revenue Service) announced an extension of the last day of the initial remedial amendment period for Section 403(b) plans from March 31, 2020, to June 30, 2020. This means that Plan Sponsors now have until June 30th of 2020 to adopt the pre-approved and individually designed 403(b) plan documents. This additional 90-day extension is welcome news, particularly ...
A RETIREMENT PLAN RESOURCE FOR PUBLIC EDUCATION PLANS
As a TPA specializing in the 403(b) market, ADMIN Partners believes that school districts in the public education space should be provided with the best resources on retirement education. Having assistance with retirement plan administration allows school staff to make the best decisions for their financial futures. With this in mind, we want to share with you a program offered through the National Tax-deferred Association (NTSA) which allows ...
THE 403(B) DEADLINE IS HERE!
If you have been following along with the ADMIN blog, 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 ...
ADMIN AT THE 2020 NTSA SUMMIT
The last week of January was a busy one for the ADMIN team, especially for Mark Heisler and National Sales Manager, Greg Verna who attended the 2020 NTSA Summit in Denver, Colorado. The National Tax-Deferred Savings Association (NTSA) is the industry association dedicated to the 403(b) and 457(b) retirement markets. This year, the NTSA offered educational workshops on a variety of technical plan compliance topics as well as business building ...
WHAT OUR CLIENTS ARE SAYING ABOUT ADMIN
It’s been a while since we have shared some client testimonials here on the blog, but we can’t imagine a better way to kick off 2020! Our team is dedicated to providing quality customer service from the moment we are retained as a TPA. Our goal is to personalize the experience that our clients have with our team and to help ease the burdens that come with their retirement plans. We do this by maintaining communication with our Plan Sponsors ...
INDUSTRY INSIGHTS: COMMON REMITTANCE
If you have followed along on the ADMIN Partners blog, it’s likely that you have heard us use language specific to the retirement planning industry. However, we realize that not all of our audience is an expert when it comes to the retirement market. With that in mind, we wanted to share some insights on terms that you might hear us, as well as other retirement firms, toss around in conversation. This week we are exploring common ...
INDUSTRY INSIGHTS: DATA AGGREGATION
If you have followed along on the ADMIN Partners blog, it’s likely that you have heard us use language specific to the retirement planning industry. However, we realize that not all of our audience is an expert when it comes to the retirement market. With that in mind, we wanted to share some insights on terms that you might hear us, as well as other retirement firms, toss around in conversation. This week we are exploring data ...
