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Automation in Retirement Plans

Automation in Retirement Plans

Retirement financial planning has always been extremely important, but with the increasing inflation it is even more important to increase your savings for retirement. Preparing for retirement can be really overwhelming, but both auto-enrollment and auto-escalation...
Coming Soon: Online SRA Submission

Coming Soon: Online SRA Submission

We are very happy to announce that the ability to submit an online Salary Reduction Agreement (SRA) will soon be available via our website! We are currently in testing with a select group of clients and will be progressively rolling out to our entire client list. Soon...
IRS Announces New Pilot Program

IRS Announces New Pilot Program

IRS examinations are an extremely important aspect of retirement plans. They can be an expensive, time consuming process, so any changes to make the process easier on the plan sponsors and still ensure plan compliance is vital information. The IRS recently announced a...
Secure Act 2.0: What’s being proposed?

Secure Act 2.0: What’s being proposed?

Welcome back to the Admin Partners Blog! Let’s take a dive into the proposed Secure 2.0. As a reminder, this bill now goes to the Senate where we expect to see changes. It will then go back to the House (with Senate changes for another vote) before it would get to the...