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 ...
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FIVE PODCASTS FOR TOUGH TIMES
2020 has been a challenging year for many people both professionally and personally. With this in mind, ADMIN’s team has been working to include content that keeps our audience inspired and gives a boost of encouragement. We realized that we have not shared anything in our podcast series lately, so we did some digging and found five podcasts that can help anyone who is trying to push through this tough time. Whether you are looking for something ...
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 ...
TIME MANAGEMENT TIPS
Whether you are working remotely or back in the office, time management is essential to stay on track and increase productivity. While some people think that in order to be productive you need to work harder, we would argue that you just need to adopt techniques that allow you to work smarter. This is especially the case when it comes to time management which, when done well, can prove to beneficial to the way in which we ...
HELP US, HELP YOU!
WE WANT YOUR HELP! ADMIN Partners is working on a brand-new website design and we are looking for input from our clients, partners, and online community. In redesigning our site, we want to create an online experience that helps our clients and prospects easily navigate our retirement plan services. To do this, we are giving you the opportunity to share your suggestions with us. Before you submit your suggestions, consider the ...
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 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 ...
ADMIN’S COVID-19 PLAN
ADMIN IS PREPARED! With the evolving nature of the coronavirus (COVID-19), we would like to take this opportunity to let our clients know that ADMIN Partners is providing continuous support during this time. Our staff is currently working remotely with no impact on our service delivery. We have taken all of the necessary steps to ensure that our systems continue to operate smoothly during this time with our staff working outside of our ...
