ADMIN Partners is happy to announce that we are celebrating National Retirement Planning Week, 2018 (April 9th-13th)! We recognize the importance of planning for your retirement and we commend all of those who work diligently towards making retirement planning a...
(b)INFORMED
UNDERSTANDING THE ROLE OF A TPA
Ever feel overwhelmed by the idea of managing a retirement plan that not only fits the needs of your organization, but one that also benefits all your employees? You are not alone! Many employers, specifically in the tax-exempt community, experience this same feeling....
WHY YOU SHOULDN’T SELF-ADMINISTER YOUR 403(b) PLAN
Earlier this week, ADMIN shared a brief discussion on the new 403(b) Prototype Document. The conversation brought up the hot topic of whether the new regulations by the IRS make it harder for Plan Sponsors to self-administer their 403(b) Plans. If you ask us, the...
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...
WHY ALL PLAN SPONSORS SHOULD (b)INFORMED – PART THREE
ADMIN Partners is committed to creating educational opportunities for both our existing and potential clients. We understand that by educating our clients, we create a stronger relationship with them and they in turn, are more successful at maintaining their...