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 ...
RETIREMENT PLANNING
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 ...
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 ...
