When looking for a book to read in March, the ADMIN team stumbled around a bit. However, when we saw the title of this book, it immediately grabbed us and made us dive in. In business, there are a lot of rules that can be pushed on people to find success or propelled at managers who want to lead better. Now, we are not here to say that all rules are bad, but we are interested in what happens when people break these rules and try something ...
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ADMIN AT SANDLER SUMMIT 2019
ADMIN’s National Sales Manager, Greg Verna, recently traveled south to Orlando, Florida to attend the 2019 Sandler Summit. During his time, Greg was able to network with hundreds of sales professionals and sat in on some incredible talks by accomplished leaders in the sales community. We asked Greg to share some of his takeaways from the summit in hopes of expanding on the sales education we have previously shared here on the blog. Here’s ...
FIVE PERSONAL GROWTH PODCASTS YOU SHOULD LISTEN TO
Podcasts are a simple way to take in both education and inspiration while on the go. Whether you have a long commute to work or need something to keep you entertained on the treadmill, a podcast is a great way to kill time. Almost all podcasts are free and they are hosted on a slew of platforms. They have also become a leading form of marketing for businesses in various industries. Simply put, there is a podcast for everything so no matter what ...
PLAN SPONSOR RESPONSIBILITY – PART TWO
Over the years, our Sales Team has received a number of questions from potential clients. However, one of the most common questions they have received is ‘why use a TPA?’ This question comes from prospects of all sizes and designs, but it is especially received by smaller organizations who want a 403(b), but have a concern when it comes to costs. To respond, we often counter these prospects with a question of our own: ‘What level of ...
PLAN SPONSOR RESPONSIBILITY – PART ONE
Over the years, our Sales Team has received a number of questions from potential clients. However, one of the most common questions they have received is ‘why use a TPA?’ This question comes from prospects of all sizes and designs, but it is especially received by smaller organizations who want a 403(b), but have a concern when it comes to costs. To respond, we often counter these prospects with a question of our own: ‘What level of ...
MONTHLY BOOK REVIEW: SHIFT AHEAD
For the month of February, ADMIN’s team wanted to select a book that could apply to any business in any industry. We searched through endless book lists and landed on Shift Ahead by Allen Adamson & Joel Steckel. While the concept of the book stood out for us, it was the comprehensive case studies that really hooked us once we started reading. If you have ever considered how your business can keep its edge in a World where economy and ...
NTSA’S ALL-NEW CRES CERTIFICATION FOR FINANCIAL ADVISORS
The National Tax-deferred Savings Association (NTSA) has recently released a new certification for Financial Advisors helping Plan Sponsors and Plan Participants within public school districts. CRES (Certified Retirement Education Specialist) qualifies Advisors who want to teach retirement education to their clients. The certification ensures both the Advisor and the District are up to date on regulatory changes within the industry and are ...
MONTHLY BOOK REVIEW: GREAT AT WORK
If you work in any sort of office environment, you may have seen the differences in the level of work done by employees around you. In fact, this is one topic that has confounded professionals for years. Why, in work, do some people perform better than others? To help answer this perplexing question, Morten T. Hansen dedicated years to studying over 5,000 managers and employees. His investigation looks into what habits (or as he refers to ...
FIVE TED TALKS ON FAILURE YOU SHOULD WATCH
While we have not posted a compilation of TED Talks in quite some time, it does not mean we have not been watching. In fact, we have a slew of favorites to share with you. We figured we would start with a list of TED Talks that touch on the subject of failure. Now, we know how that sounds, but hear us out. There is no denying that failure is a difficult thing to experience; however, there is a lot to be learned from the failures you encounter ...
401(k) VERSUS 403(b)
For those working in the world of retirement planning, the differences between a 401(k) and a 403(b) Plan are obvious. However, there are many people outside of the financial services industry who are less aware of what each plan type means and who qualifies for these different retirement plan options. While the two plan types are similar in how they operate (for instance, both have the same contribution limits), there are some differences in the ...
