The National Tax-Deferred Savings Association (NTSA) recently hosted their annual Summit via a virtual series of workshops on 403(b) and 457(b) retirement plan education. Our very own CEO, Mark Heisler, was the host of a workshop examining on one of the most frequently asked questions by Financial Advisors... Which ERISA retirement plan is best suited for a 501(c)(3) organization: a 403(b) or a 401(k)? During the session, Mark discussed the ...
EVENTS
ADMIN AT THE 2020 NTSA SUMMIT
The last week of January was a busy one for the ADMIN team, especially for Mark Heisler and National Sales Manager, Greg Verna who attended the 2020 NTSA Summit in Denver, Colorado. The National Tax-Deferred Savings Association (NTSA) is the industry association dedicated to the 403(b) and 457(b) retirement markets. This year, the NTSA offered educational workshops on a variety of technical plan compliance topics as well as business building ...
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 and boost their book of business! With this in mind, ADMIN is continuing the series in 2020 with a new series each quarter or the year. First up: IRS Audits. Most Plan ...
HELPING FOR THE HOLIDAYS
As we start to approach the holiday season, we can feel the hustle and bustle that comes with this festive time of year. From decorating to baking to the always exciting gift giving, it’s easy to get caught up in the excitement and the frenzy that is the holidays. This year ADMIN’s team decided to take a different approach to the holiday season. While we look forward to the team activities we have planned, we wanted to eliminate the normal ...
DATES ADDED TO ADMIN’S WEBINAR SERIES!
After the success of our webinar series: Servicing The Underserved, ADMIN has decided to add two additional dates. This allows busy financial advisors to join in on the conversation surrounding complex retirement plans. With over a decade in the industry, ADMIN Partners has seen it all. From failed IRS Audits to Plans operating out of compliance, ADMIN Partners has experienced the good, the bad, and the ugly. With this knowledge in hand, we ...
ADMIN @ THE PHILLIES GAME
ADMIN Partners recently hosted a company outing at the Philadelphia Phillies game! Our staff came together on an exceptionally hot night to take in the Phillies vs. Dodgers. While the game was cut short after four innings due to heavy rains, ADMIN’s team got to enjoy great food and great company in the stadium’s Hall of Fame section. Here is a glimpse inside our time there: ...
THE 2019 SPRING VASBO/SASBO CONFERENCE
ADMIN’s National Sales Manager, Greg Verna, recently traveled to Virginia to attend the 2019 Spring VASBO/SASBO Conference. During his time there, Greg was able to catch up with many of the school districts who currently use AMDIN Partners for their TPA services. He also took some time to interact with school officials who, while they are not currently clients, can utilize ADMIN’s services to help them with their retirement plan administration ...
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 ...
HAPPY THANKSGIVING FROM ADMIN PARTNERS
ADMIN Partners would like to wish you a very Happy Thanksgiving! In observance of the holiday, our office will be closed on Thursday, 11/22 and Friday, 11/23. We will return to our office on Monday, 11/26. We hope you all have a safe and wonderful holiday! ...
ADMIN’S ALL NEW ADVISOR SEMINAR – YOU’RE INVITED!
ADMIN Partners is hosting another Advisor Seminar and this time, we are extending the invitation to you! Rather than inviting a bunch of our existing financial advisors to listen to us talk, we want to open our doors to advisors who are working in all facets of retirement planning. That's right; we want you to take the floor and tell us what it's like to work with TPA firms. How do they help you when presenting to potential clients? What can they ...
ADMIN’S 2ND QUARTER NEWSLETTER
ADMIN Partners has released our 2nd Quarter Newsletter and it's filled with everything from summer events to upcoming industry deadlines! This past quarter ADMIN got to spend some quality time with our friends at Horace Mann while supporting the Virginia Beach Education Foundation. We also hosted our first ever Advisor Seminar with MassMutual and even headed down south to attend the FIS 2018 Connect Conference. Take a peak at this quarter's ...
ADMIN’S SUMMER SOLSTICE CELEBRATION
Last week ADMIN Partners rang in the summer season by having a Summer Solstice Celebration! CEO, Mark Heisler, treated the entire ADMIN team to a feast of delicious BBQ and invited the team to wear their best summer gear! Along with great food, our management team took this time to praise the efforts of our employees by sharing commendation from our valued clients. After lunch, ADMIN hosted a ‘best dressed’ contest for those who brought the ...
