Last year, ADMIN Partners featured an all-new webinar series dedicated to financial advisors that support employer-sponsored retirement plans. The series was a hit and provided advisors in the market an educational resource that allowed them to help existing clients and boost their book of business! With this in mind, ADMIN is continuing the series in 2020 with a new series each quarter or the year. First up: IRS Audits. Most Plan ...
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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 ...
HAPPY NEW YEAR!
Happy New Year from ADMIN Partners! To celebrate the final days of 2019, our office will close at 2pm EST on Tuesday, 12/31/2019 and will be closed on Wednesday 1/1/2020. We will return to the office on Thursday, 1/2/2020. Want more from ADMIN this holiday season? Subscribe to the ADMIN Partners blog where we share weekly updates on the retirement planning industry. Signing up will also give you access to our exclusive ...
CONNECTING WITH ADMIN
Over the past two years, ADMIN Partners has worked to build up our social media presence. Doing so has been a way for us to connect with our existing clients, create new relationships, and expose ourselves to what’s happening in the world of retirement planning. In a world that continues to become more digital, we are working to expand our content on the various social platforms that exist. From Twitter to LinkedIn, you can find ADMIN ...
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 ...
HAPPY THANKSGIVING!
ADMIN Partners would like to wish everyone a very Happy Thanksgiving! In honor of this delicious holiday, our office will be closed on Thursday, 11/28/2019 and Friday, 11/29/2019. We will return back to the office on Monday, 12/2/2019. Want more from ADMIN this holiday season? Subscribe to the ADMIN Partners blog where we share weekly updates on the retirement planning industry. Signing up will also give you access to our exclusive ...
IRS ANNOUNCES 2020 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 2020? Here’s the breakdown: The IRS has just released the contribution and benefit limits on pension plans and other retirement items for the 2020 tax year. These changes, published in Notice 2019-59, have ...
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 ...
2019’S UNIVERSAL AVAILABILITY REQUIREMENT
As the end of the 2019 year approaches, ADMIN Partners would like to take this time to remind our 403(b) Plan Sponsors of their Universal Availability requirement and what we can do to 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 half of 2019, ADMIN Partners would like to remind our Plan ...
