M
 

We have some amazing news to share, Mark Heisler, ADMIN’s CEO has been named, VP Elect for the National Tax-Deferred Savings Association (NTSA) for 2024. Congrats, to Mark!

The NTSA also known as the National Tax-Deferred Savings Association, hosted the 35th NTSA Summit in San Diego, California, from February 25-27, 2024. Mark Heisler, ADMIN Partners CEO, was able to attend this year, and even co-hosted a panel during the conference. Mark co-hosted a panel with Nathan Glassy, the Executive Director of the NTSA, and Stefan Smith, Partner at BakerHostetler, about the implications of state law and fiduciary responsibilities with Non-ERISA 403(b) Plans. They discussed, what duties and responsibilities plan sponsors have on applying those standards.

The NTSA summit is a great opportunity for financial professionals to network, and stay up to date with the most recent legislative updates.

Below are some pictures from the event!Picture was taken and provided by Joey Santos-Jones, the Director of Editorial Content for the American Retirement Association.

Photo was provided by Mark Heisler.
Picture was taken and provided by Joey Santos-Jones, the Director of Editorial Content for the American Retirement Association.
The location for the 2025 NTSA Summit is yet to be announced, so keep an eye out for their announcement! If you would like to learn more about the NTSA or the 2025 NTSA Summit click below.

If you have any questions please reach out to our team via [email protected]

Follow us on all social media platforms @adminpartners for more ADMIN and industry news.