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(b)INFORMED

403(b) PLAN DOCUMENT RESTATEMENT EXTENSION

403(b) Plan Document Restatement Extension On Friday March 27th the IRS (Internal Revenue Service) announced an extension of the last day of the initial remedial amendment period for Section 403(b) plans from March 31, 2020, to June 30, 2020. This means that Plan...

ADMIN AT HOME

ADMIN AT HOME Our recent blog post let you know that the ADMIN team recently started to work remotely as a measure of social distancing due to the recent impact of COVID-19. While we have continued to service our clients without any interruptions, the changes to our...

MEET THE TEAM: GREG VERNA

ADMIN Partners has spent the past few years expanding our presence here on the ADMIN blog and on social media. Doing so has allowed us to connect with our existing clients, financial advisor partners, and those working in the financial services industry. We figured...

THE 403(B) DEADLINE IS HERE!

If you have been following along with the ADMIN blog, then then IRS Pre-Approved 403(b) Prototype Plan might sound familiar. As experts in the 403(b) marketplace, ADMIN has spent the past few years educating employers and financial advisors on the prototype and what...

INDUSTRY INSIGHTS: COMMON REMITTANCE

If you have followed along on the ADMIN Partners blog, it’s likely that you have heard us use language specific to the retirement planning industry. However, we realize that not all of our audience is an expert when it comes to the retirement market. With that in...