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 ...
EVENTS
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 ...
ADMIN PARTNERS @ THE PA STATE COLLEGE ADVISOR MEETING
On May 3, 2018 ADMIN’s Sales Manager, Greg Verna, traveled up to State College, Pennsylvania to present an educational workshop to advisors working with Horace Mann. Greg started the presentation by introducing the advisors to ADMIN Partners and the services that we provide. After a brief history on the company and an overview of where we are in the industry today, Greg opened up a conversation on the recent updates to the IRS rules and ...
ADMIN PARTNERS AT THE 2018 PEARL OF WISDOM EVENT
On Saturday, April 14th ADMIN’s Sales Manager, Greg Verna, joined our good friend Scott Chapman from Horace Mann at the 2018 Pearls of Wisdom Oyster Roast & Barbecue which was hosted by the Virginia Beach Education Foundation. The fundraiser was created to benefit the amazing Virginia Beach City Public Schools' students and teachers. It was a great opportunity to meet the incredible staff of the Virginia Beach City Public Schools and learn ...
NATIONAL RETIREMENT PLANNING WEEK – 2018
ADMIN Partners is happy to announce that we are celebrating National Retirement Planning Week, 2018 (April 9th-13th)! We recognize the importance of planning for your retirement and we commend all of those who work diligently towards making retirement planning a success for millions of Americans every year. With an economy that is consistently fluctuating, saving for retirement can often seem like a burden. However, with the right tools it is ...
ADMIN PARTNERS, LLC. AT THE 2018 TASBO
ADMIN Partners was recently invited to join our friends, Horace Mann, at the 2018 Texas Association of School Business Officials (TASBO) Conference. CEO, Mark Heisler, and Sales Manager, Greg Verna, took the trip to Fort Wort, Texas where they presented an educational workshop for attendees in the style of ADMIN Partner’s recent (b)Informed video series. Similar to his recent talk at the NCASBO (see more from that here), Mark started the ...
ADMIN PARTNERS, LLC. AT THE 2018 NCASBO
On February 12, 2018, ADMIN Partners, LLC. CEO, Mark Heisler, spoke at the North Carolina Association of School Business Officials (NCASBO) 2018 Conference and gave plan sponsors the opportunity to “(b) informed.” Mark presented an educational workshop for the 60+ attendees in the style of ADMIN Partner’s recent (b)Informed video series, covering relevant news and “what you must know” in the changing milieu of 403(b) compliance. Along with ...
