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LET’S TALK: THE 403(b) PROTOTYPE DOCUMENT

For years, the IRS talked about the idea of a pre-approved plan document for 403(b) Plans. Well, the talking has stopped and now things are in action. A deadline date of March 31, 2020 has been set for the pre- approved 403(b) plan document and Plan Sponsors need to...

UNDERSTANDING UNIVERSAL AVAILABILITY (UA)

Earlier this week we talked a little bit about Universal Availability and how understanding UA can benefit a Plan Sponsor in managing their Plan. We wanted to expand on that discussion and go more in depth on the topic. Here is a broader look at Universal...

FIVE BUSINESS PODCASTS YOU SHOULD LISTEN TO

Podcasts are a simple way to take in both education and inspiration while on the go. Whether you have a long commute to work or need something to keep you entertained on the treadmill, a podcast is a great way to kill time. Almost all podcasts are free and they are...

STARTING WITH THE ‘WHY’

When it comes to business, we often hear things like: ‘This is what we are selling’ or ‘This is how we do things.’ Companies from all over the World in all different industries talk about what they are doing and how they are doing things. While ADMIN Partners has a...