Over the years, our Sales Team has received a number of questions from potential clients. However, one of the most common questions they have received is ‘why use a TPA?’ This question comes from prospects of all sizes and designs, but it is especially received by smaller organizations who want a 403(b), but have a concern when it comes to costs. To respond, we often counter these prospects with a question of our own: ‘What level of ...
RETIREMENT
PLAN SPONSOR RESPONSIBILITY – PART ONE
Over the years, our Sales Team has received a number of questions from potential clients. However, one of the most common questions they have received is ‘why use a TPA?’ This question comes from prospects of all sizes and designs, but it is especially received by smaller organizations who want a 403(b), but have a concern when it comes to costs. To respond, we often counter these prospects with a question of our own: ‘What level of ...
NTSA’S ALL-NEW CRES CERTIFICATION FOR FINANCIAL ADVISORS
The National Tax-deferred Savings Association (NTSA) has recently released a new certification for Financial Advisors helping Plan Sponsors and Plan Participants within public school districts. CRES (Certified Retirement Education Specialist) qualifies Advisors who want to teach retirement education to their clients. The certification ensures both the Advisor and the District are up to date on regulatory changes within the industry and are ...
401(k) VERSUS 403(b)
For those working in the world of retirement planning, the differences between a 401(k) and a 403(b) Plan are obvious. However, there are many people outside of the financial services industry who are less aware of what each plan type means and who qualifies for these different retirement plan options. While the two plan types are similar in how they operate (for instance, both have the same contribution limits), there are some differences in the ...
ADMIN’S YEAR IN REVIEW
2018 was a year for the books for ADMIN Partners! From expanding our presence on social media to hosting seminars for some of the top Financial Advisors in the industry, we had an exciting year from start to finish. Below is a look at ADMIN’s successful 2018 and a glimpse at what is to come in the New Year! Thank you to everyone who supported us throughout 2018. We cannot wait to work through 2019 with you by our side! ...
ADMIN’S FAQ SERIES: PART THREE
Here at ADMIN, we receive a generous number of questions from a variety of people within the retirement planning industry. Whether its financial advisors looking for education on upcoming regulation changes or potential clients trying to learn more about who we are, the demand is there and we are always willing to help. For some time now, we have considered creating a FAQ for our blog, which we thought could be used as a reference for some of ...
MONTHLY BOOK REVIEW: START WITH WHY
Here at ADMIN, we are constantly working on enhancing our productivity both as a company and as individuals. For inspiration, we will often turn to things like TEDTalks and podcasts. In fact, that is why we started our podcast series here on our blog. This same initiative has encouraged us to start a new monthly series on the blog that is dedicated to books that have influenced our team. Welcome to the Monthly Book Review. It has been some ...
ADMIN’S FAQ SERIES: PART TWO
Here at ADMIN, we receive a generous number of questions from a variety of people within the retirement planning industry. Whether its financial advisors looking for education on upcoming regulation changes or potential clients trying to learn more about who we are, the demand is there and we are always willing to help. For some time now, we have considered creating a FAQ for our blog, which we thought could be used as a reference for some of ...
HAPPY THANKSGIVING FROM ADMIN PARTNERS
ADMIN Partners would like to wish you a very Happy Thanksgiving! In observance of the holiday, our office will be closed on Thursday, 11/22 and Friday, 11/23. We will return to our office on Monday, 11/26. We hope you all have a safe and wonderful holiday! ...
FREE EBOOK: THE ALL NEW IRS 403(b) PRE-APPROVED PLAN QUICK GUIDE
ADMIN Partners is committed to continuously providing up-to-date educational material for all of our clients working within the retirement planning community. Our goal is to ensure that Plan Sponsors & their Financial Advisors are informed about important regulatory updates that impact them and their retirement plans. With this in mind, ADMIN Partners has created an all new series of eBooks to help our clients stay informed with the evolving ...
IRS UPDATES: 2019 CONTRIBUTION LIMITS
The IRS has released an adjusted cost of living amount that impacts the dollar limitations for both pension plans and other retirement items for the 2019 tax year. These changes, published in Notice 2018-83, have increased contribution limits to various retirement planning options which allows participants to save more going forward. Here is a quick rundown of the updated limits as it applies to 401(k), 403(b), 457, and IRA Plans. Be sure to ...
ADMIN’S FAQ SERIES: PART ONE
Here at ADMIN, we receive a generous number of questions from a variety of people within the retirement planning industry. Whether its financial advisors looking for education on upcoming regulation changes or potential clients trying to learn more about who we are, the demand is there and we are always willing to help. For some time now, we have considered creating a FAQ for our blog, which we thought could be used as a reference for some of ...
