Recently, we have been sharing a lot of industry insights on the blog as they relate to 403(b) Plans and the role that a TPA like ADMIN plays. This week we want to shake things up a bit and take you inside the operations of ADMIN Partners. There are a few departments within our Operations Team, all of whom work diligently to keep our Plans in compliance. Each department is focused on creating lasting relationships with the plans sponsors and ...
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WHO ARE OUR CLIENTS: PLAN SPONSORS & PARTICIPANTS
This week is ADMIN’s Client Appreciation Week! We wanted to dedicate a week to the clients who make it possible for ADMIN Partners to manage the retirement plan administration for over 700 plans. Something that sets ADMIN apart is that we have more than just one type of client. In fact, our list of clients falls into three different categories: Investment Firms, Financial Advisors, and Plan Sponsors/Participants. These groups all contribute to ...
WHY ALL PLAN SPONSORS SHOULD (b)INFORMED – PART THREE
ADMIN Partners is committed to creating educational opportunities for both our existing and potential clients. We understand that by educating our clients, we create a stronger relationship with them and they in turn, are more successful at maintaining their retirement plan. The benefits of having an informed Plan Sponsor is extraordinary when it comes to effective plan management. This is why ADMIN Partners decided to create a three-part series ...
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 ...
