A Relationship
You Can Trust

Full Service 403(b) Retirement Plan Administration

Click here to learn about our 403(b) Ready Programs>>

ADMIN PARTNERS INTRODUCES
TWO NEW PROGRAMS TO HELP YOU
ASSESS YOUR 403 (b) PLAN'S
COMPLIANCE READINESS

ADMIN Partners is a full service Third Party Administrator. The firm offers retirement Plan administration and record keeping services to public education and non-profit employers including church and religious organizations and niche business outsourcing services to independent manufactures and distributors of retirement plans. Our employer clients view ADMIN as their advocate – a 403(b) plan compliance expert with no strings. We are independent. We do not sell investments. Our fees for services are fully disclosed — transparent to employers and plan participants. Our proprietary technology positions ADMIN as an industry leader. ADMIN Partners offers our employers, participants, advisors and partners a flexible menu of administrative services. In the ever-changing 403(b) retirement market ADMIN Partners is committed to delivering flawless service. We promise each client a partner you can trust — and depend on — for your retirement plan administration.

We have assembled a talented team with extensive experience providing retirement plan administration, compliance and record keeping services. ADMIN does not sell investment products or offer investment advice. Our 403(b) retirement plan services are available to public education employers, 501(c)(3) and religious organizations. We collaborate with your organization to:

  • Assess the current state of your 403(b) retirement program
  • Design a 403(b) Plan that contains the terms, conditions and
    features that are appropriate for your organization.
  • Prepare your written plan document and provide you with all the materials necessary to operate the plan day to day.
  • Insure that your approved vendors understand their roles and responsibilities and execute the appropriate agreements.
  • Provide your staff with a transition plan, checklists and other tools.
  • Set-up our payroll contribution processes, establish your web access and train your staff on procedures, reporting capabilities, etc.

ADMIN recognizes that these activities are brand new to your organization so good coordination and communication are vitality important. We address those concerns by assigning you a dedicated transition team. Additional resources can be assigned to your transition as necessary.

At ADMIN Partners, we know good business practices are rooted in reliability, trust and long-term relationships. We’ll work hard to build that trust and develop a lasting relationship with all parties, becoming a valued partner in the 403(b) retirement planning and execution process. Learn more about ADMIN Partners and our management team.

IRS Readies 403(b) Audit Plans

ADMIN Partner’s Principal’s, Suzanne Jones and Mark Heisler spoke at the National Tax Sheltered Account Association (NTSAA) national conference… Read more...

403(b) Deadline Nears

All 403(b) plans will be required to maintain a written Plan document for the first time in the history of 403(b)!… Read more...

Open Letter to ADMIN Partners

We have had clients inquiring about the method we are using to calculate the number of plan participants for invoicing purposes… Read more...

403(b) Deadline Looms

In the final 403(b) regulations, the IRS originally indicated that all 403(b) Plans be administered… Read more...

ADMIN Partners is a 2010 US Census Partner

ADMIN Partners are pleased to announce that we have signed on with the US Census Bureau to be one of their 2010 business partners… Read more...

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