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TPA TOOLS

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...

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...

WEBINAR: IRS AUDITS

Last year, ADMIN Partners featured an all-new webinar series dedicated to financial advisors that support employer-sponsored retirement plans. The series was a hit and provided advisors in the market an educational resource that allowed them to help existing clients...

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...

INDUSTRY INSIGHTS: DATA AGGREGATION

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...