Back office support for your front line…
…so you can focus on your bottom line.
Leave the details to us.
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Back Office Support
Give us the grunt work so your team can spend more time consulting clients. Grow your business with the backing of our knowledgeable and responsive back office support, priced by plan, project, or task.
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Build Your Dream Office
From software transitions to team training; staffing hurdles to client communication strategy, we understand the many obstacles you face. And we’re here to help you conquer them.
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Plan Makeovers
Sometimes your clients break things. Whether it’s fixing their broken process or navigating a complex IRS or DOL correction, you can lean on us in those inevitable moments when things go wrong.
Why partner with Adminergy?
We’re transparent
No sales games, plan minimums, or restrictive contracts. Only pay for the services you receive and maintain visibility of your plans at every step of the compliance process.
We’re flexible
We integrate effortlessly into your systems, backed by expertise across retirement plan software platforms. And billing is a breeze.
We’re secure
We’re extremely protective of your data and we give careful thought to technology trends instead of blindly pursuing them.
We’re aligned with you
Our success depends on yours. So we’re laser focused on keeping your people happy and your business profitable, and your plans running as smoothly as possible.
Established 2025
James Passarelli, CPC, CPFA
Chief Executive Officer
Before founding Adminergy, James spent a decade building and training retirement plan sales and service teams. He has assisted the American Society of Pension Professionals & Actuaries (ASPPA) with curriculum design, served on the board of the Financial Planning Association of Colorado, and written for the Journal of Pension Benefits. He demonstrated his mastery of plan design and administration by earning the designation of Certified Pension Consultant, ASPPA’s highest credential. Outside of work, James is usually in the kitchen cooking, in the classroom teaching English as a Second Language, or outside wandering through wilderness in search of stunning vistas.
