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Your Partner for Retirement Plan Administration
The Knowledge You Need
The Compliance You Require
The Service You Deserve
WE'RE HERE EVERY STEP OF THE WAY
Our people are experts, chosen for their proven ability to provide service. You will feel confident about your future.
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Or if you are a client, the buttons below give your plan information, the forms you need, and the contact information for your retirement team.
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contact usHow We Add Value
Our teams specialize in every service area you need for your retirement plan. Working with us relieves you of the need to become an expert in plan admistration when you have your own work to do. 403(b) plans once allowed for DIY or self-administration, but today's environment requires a professional expertise and vigilence. Call 877-484-4400 or contact us through our email form.
- ADMIN personnel have an encyclopedic knowledge of the Tax Exempt and Governmental Retirement market.
- We do not administer corporate 401(k) Plans so we are solely focused on your specialized plan types.
- Other firms deliberately limit investment provider choice. We always create custom solutions for complex plans including distressed (out of compliance) plans.
- Administer a variety of specialized plans with unique compliance requirements (e.g. churches, 501(c)3 ERISA Exempt, FICA Alternative Plans, and State Hybrid Plans (Virginia et al).
- "Hands-on" approach in client relations throughout the transition process and after. We stay committed during the entire relationship with all our clients.
- Pledged to provide excellent customer service: our phones are always answered by real people who are trained to respond to diverse issues in a timely fashion.
- Work closely with Investment Advisors and Plan sponsor representatives to create the best solution for all parties.
- Maintain information sharing with more than 80 and cost sharing relationships with over 50 different Plan Product Providers; more than any other TPA in the current market.
Passionate about perfection
Creative thinkers
Suzanne Baldino Jones
Co-Founder, President & Chief Compliance Officer
Suzanne Baldino Jones, Co-founder, President and Chief Compliance Officer for ADMIN Partners, died on Tuesday, August 22, 2017, after a long and hard-fought battle with cancer.
Suzanne's storied career as a corporate executive, consultant, author, and business owner touched so many people's lives. Her charisma, character, and business-savvy left a lasting imprint that will influence her friends and colleagues for a lifetime.
To honor Suzanne’s legacy, Admin Partners pledges to uphold her passionate views regarding the business she helped build, and the compassionate and unforgettable way she led and supported the people who worked with her.
Mark Heisler
Co-Founder & Chief Executive OfficerMark's career spans more than 30 years in financial, retirement, and healthcare services holding various executive and management positions.
David K. Scheuring
Senior Vice President of Technology and Business DevelopmentDavid is an entrepreneurial leader who, over the course of his career, has demonstrated his ability to lead and achieve organizational goals.
Maria Speeney Johnson
Vice President of Operations and ServiceMaria has over 22 years of experience managing all service functions as well as the training and development of the company's distribution channel.
Doug Baldino
New Business Department ManagerDoug transitions the new clients, develops and distributes various client communications, interacts with Operations and Managed Services as well as maintaining relationships with existing clients.
Michael Verna
Manager of Data Management & Cash Control AreaMike's team is responsible for initiating and maintaining business relationships with approximately 80 different investment/product providers.
Greg Verna
Sales ManagerGreg transitions ADMIN's new public education clients through all the phases. He also maintains existing client databases, and ensures that necessary communications are sent out in a timely fashion.
Brian Boland
Plan AdministratorLike Anthony Heisler, Brian maintains plan related documents, high level compliance issues, and year end materials.
Anthony Heisler
Plan AdministratorAnthony is responsible for maintaining and updating plan related documents as well as handling high level compliance issues and year end materials.
Jason Kaplan
Quality Control LeaderAs Quality Control Leader, Jason audits all contribution and compliance processes to maintain the high standards of ADMIN Partners. He also ensures that IRS and DOL rules and regulations are being adhered to as part of ADMIN Partners’ best practice. Other responsibilities include: documentation of all standard operating procedures within the company, as well as documentation of any governmental reforms.
People Love Our Work
Testimonials
Our University has been with Admin Partners since 2009. I have had the opportunity to work with them for three of those years and have been so very pleased. They take care of all of our 403b compliance issues even to sending me reminders of when something is due that I need to take care of. The main praise I can give is that they are always there ready, willing and able with a pleasant attitude to answer my questions or help me through a particularly tough situation. Customer service is a 'thing' for me and they are definitely the best!
Cheryl Y., HR/PR Coordinator
ADMIN Partners has been invaluable to our efforts in navigating the regulatory minefield of 403(b) accounts. The firm's Principals are always available to assist us with IRS compliance matters. I rely on their guidance for troubleshooting issues when they arise.
Chris S., Director of Finance
ADMIN Partners held our hands and walked us through all the mazes of getting our school district in compliance with the 403b regulations. The transition went smoothly and efficiently and all transactions have been handled with professionalism and accuracy. I would recommend ADMIN Partners, and have, to anyone looking for a 403b third party administrator.
Jan C., Payroll Administrator
Having ADMIN Partners administer all of the compliance issues surrounding 403(b) has lifted a great burden from our HR department. We are pleased with the quality of the services we have received. We could not have accomplished all of the compliance requirements and plan administration without their assistance and expertise.
Robin H., Human Resources Director
The Rapid City Area Schools came to ADMIN Partners to guide us through the 403b maze. Through all of the confusion created by the IRS, ADMIN Partners has navigated the rule changes and managed our investment partners, so our staff has continued to receive a very valuable retirement benefit. The district employees have been well served by having ADMIN Partners on our team.
David J., Director of Finance, Budget & Community Relations
Our agency has very much appreciated our partnership with ADMIN Partners. In particular, we appreciate the excellent communication and prompt response to questions [we received] during the transition and on-going implementation of our employee retirement plan.
Anita D., Associate Director
We look forward to hearing from you.
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Postal Address: 200 Lake Drive East, Suite 102, Cherry Hill, NJ 08002
Phone: (877) 484-4400
Fax: (856) 755-3515
Sales Email: contact@youradminpartners.com
Client Services Email: service@youradminpartners.com
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