The IRS finally released the all-new 403(b) Pre-Approved Plan and the deadline is RAPIDLY approaching! This quick guide educates you on the recent changes & answers all of your questions.
Our people are experts, chosen for their proven ability to provide service. You will feel confident about your future.
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Or if you are a client, the buttons below give your plan information, the forms you need, and the contact information for your retirement team.
Not a client? Get more information. It's not an obligation; it's securing your future.
contact usOur teams specialize in every service area you need for your retirement plan. Working with us relieves you of the need to become an expert in plan admistration when you have your own work to do. 403(b) plans once allowed for DIY or self-administration, but today's environment requires a professional expertise and vigilence. Call 877-484-4400 or contact us through our email form.
Passionate about perfection
Suzanne Baldino JonesSuzanne Baldino Jones, Co-founder, President and Chief Compliance Officer for ADMIN Partners, died on Tuesday, August 22, 2017, after a long and hard-fought battle with cancer.
Suzanne's storied career as a corporate executive, consultant, author, and business owner touched so many people's lives. Her charisma, character, and business-savvy left a lasting imprint that will influence her friends and colleagues for a lifetime.
To honor Suzanne’s legacy, Admin Partners pledges to uphold her passionate views regarding the business she helped build, and the compassionate and unforgettable way she led and supported the people who worked with her.
Mark's career spans more than 30 years in financial, retirement, and healthcare services holding various executive and management positions.
David is an entrepreneurial leader who, over the course of his career, has demonstrated his ability to lead and achieve organizational goals.
Maria has over 22 years of experience managing all service functions as well as the training and development of the company's distribution channel.
Doug transitions the new clients, develops and distributs various client communications, interacts with Operations and Managed Services as well as maintaining relationships with existing clients.
Mike's team is responsible for initiating and maintaining business relationships with approximately 80 different investment/product providers.
Greg transitions ADMIN's new public education clients through all the phases. He also maintains existing client databases, and ensures that necessary communications are sent out in a timely fashion.
Like Anthony Heisler, Brian maintains plan related documents, high level compliance issues, and year end materials.
Anthony is responsible for maintaining and updating plan related documents as well as handling high level compliance issues and year end materials.
Team Leader of Client Services. Oversees and supports the day to day functions, including the effective processing of contributions and compliance requests. Handles escalated matters and assists in resolution.
People Love Our Work
Our University has been with Admin Partners since 2009. I have had the opportunity to work with them for three of those years and have been so very pleased. They take care of all of our 403b compliance issues even to sending me reminders of when something is due that I need to take care of. The main praise I can give is that they are always there ready, willing and able with a pleasant attitude to answer my questions or help me through a particularly tough situation. Customer service is a 'thing' for me and they are definitely the best!
ADMIN Partners has been invaluable to our efforts in navigating the regulatory minefield of 403(b) accounts. The firm's Principals are always available to assist us with IRS compliance matters. I rely on their guidance for troubleshooting issues when they arise.
ADMIN Partners held our hands and walked us through all the mazes of getting our school district in compliance with the 403b regulations. The transition went smoothly and efficiently and all transactions have been handled with professionalism and accuracy. I would recommend ADMIN Partners, and have, to anyone looking for a 403b third party administrator.
Having ADMIN Partners administer all of the compliance issues surrounding 403(b) has lifted a great burden from our HR department. We are pleased with the quality of the services we have received. We could not have accomplished all of the compliance requirements and plan administration without their assistance and expertise.
The Rapid City Area Schools came to ADMIN Partners to guide us through the 403b maze. Through all of the confusion created by the IRS, ADMIN Partners has navigated the rule changes and managed our investment partners, so our staff has continued to receive a very valuable retirement benefit. The district employees have been well served by having ADMIN Partners on our team.
Our agency has very much appreciated our partnership with ADMIN Partners. In particular, we appreciate the excellent communication and prompt response to questions [we received] during the transition and on-going implementation of our employee retirement plan.
We look forward to hearing from you.
Please feel free to use the form or one of the other ways to reach us. Thank you.
Postal Address: 200 Lake Drive East, Suite 102, Cherry Hill, NJ 08002
Phone: (877) 484-4400
Fax: (856) 755-3515
Sales Email: contact@youradminpartners.com
Client Services Email: service@youradminpartners.com
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