Earlier this week we opened up Advisor Week on the blog by sharing a little background on the relationships that ADMIN Partners has with financial advisors. In today’s post we want to expand on that insight by looking at the benefits advisors receive when teaming up...
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THE ADMIN – ADVISOR RELATIONSHIP
We often discuss how important our relationship with financial advisors is to our overall business. Not only do we consider advisors our clients, but we also built our business model on the relationship that we share with advisors. More often than not, it is assumed...
5500 DEADLINE APPROACHES
The 5500-filing deadline date is fast approaching for our ERISA Plans with a 12/31 plan year-end and those with a 6/30 plan year-end are just beginning their process. With this in mind, ADMIN wants to be sure all of our Plans are ready to tackle their year-end...
IRS AUDIT HOT BUTTONS: PART TWO
The threat of an IRS audit can often send a Plan Sponsor into panic mode. This is especially the case for plans in the tax-exempt and government markets. For years these types of retirement plans went without many guidelines and were able to stay ‘under the radar.’...
IRS AUDIT HOT BUTTONS: PART ONE
The threat of an IRS audit can often send a Plan Sponsor into panic mode. This is especially the case for plans in the tax-exempt and government markets. For years these types of retirement plans went without many guidelines and were able to stay ‘under the radar.’...
A LOOK INSIDE ADMIN’S NATIONAL PRESENCE
Recently we have started to share an inside look at ADMIN Partners and our overall business model. In doing so, we have given our audience a better understanding as to who we are, what we do, and our what type of relationships we have with our clients. ...