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Automation in Retirement Plans
Retirement financial planning has always been extremely important, but with the increasing inflation it is even more important to increase your savings for retirement. Preparing for retirement can be really overwhelming, but both auto-enrollment and auto-escalation...
Coming Soon: Online SRA Submission
We are very happy to announce that the ability to submit an online Salary Reduction Agreement (SRA) will soon be available via our website! We are currently in testing with a select group of clients and will be progressively rolling out to our entire client list. Soon...
IRS Penalties & How Admin Partners Can Assist
Employers have enough on their plates when it comes to daily operations. Administering retirement plans should not be one of them. With retirement policy changes over the last few years, it makes it even more difficult ensure these plans are operating in a compliant...
IRS Announces New Pilot Program
IRS examinations are an extremely important aspect of retirement plans. They can be an expensive, time consuming process, so any changes to make the process easier on the plan sponsors and still ensure plan compliance is vital information. The IRS recently announced a...
Book of the Month: The Leadership Challenge
Welcome back to Book of the Month! Our chosen book for July is “The Leadership Challenge: How to Make Extraordinary Things Happen in Organizations” by James M Kouzes and Barry Z. Posner. Leadership, is one of the hardest aspects of running a business day to day. In...
Secure Act 2.0: What’s being proposed?
Welcome back to the Admin Partners Blog! Let’s take a dive into the proposed Secure 2.0. As a reminder, this bill now goes to the Senate where we expect to see changes. It will then go back to the House (with Senate changes for another vote) before it would get to the...