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 ...
EVENTS
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 ...
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 ...
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 AWARDED MASS MUTUAL’S TPA CHAMPIONSHIP BELT
ADMIN Partners is a leading TPA in the Tax-Exempt and Government Markets. On February 22, 2018 our friends at Mass Mutual stopped by our office to award us with the “2017 TPA championship belt.” The belt signifies ADMIN as #1 in TPA sales (by assets) in the Northeast region. Mass Mutual and ADMIN Partners continue to expand their relationship in the Tax-Exempt and Government Markets. We look forward to continued success in 2018! ...
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 ...
