While the past two years have definitely changed the way we all work, ADMIN is using the 2022 year to reconnect with Financial Advisors as they support their clients both remotely and in person. This year ADMIN will be hosting quarterly webinars on various retirement plan topics including IRS audits and retirement plan options for charter schools. Our objective with these webinars is to ensure advisors have up-to-date education on retirement plan administration so they can best service their plan sponsor clients.
HERE’S WHAT TO EXPECT
In depth webinars hosted by ADMIN’s National Sales Manager, Greg Verna, on retirement plan compliance and administration. ADMIN’s focus on tax-exempt and government retirement plans allows us to share our expertise to Financial Advisors working in this unique market.
Here is a sneak peek at our current webinar lineup for 2022:
IRS AUDITS: PROTECTING YOUR PLANS
In this webinar, we will take a look at IRS Audits and how they impact retirement plans. Who is subject to an IRS audit? What are some of the top violations? How can advisors and TPA support plan sponsors in an audit? We cover all this and more!
WANT TO REGISTER? Click on the link below
CLICK HERE to register for the webinar on June 22, 2022 @ 11am EST
CLICK HERE to register for the webinar on September 28, 2022 @ 2pm EST
CHARTER SCHOOLS: WHAT TO KNOW
In this webinar, we will explore retirement planning for charter schools. How are charter schools defined? What plan options do they have? Are charters schools subject to ERISA? We cover all this and more!
WANT TO REGISTER? Click on the link below
CLICK HERE to register for the webinar on June 29, 2022 @ 2pm EST
CLICK HERE to register for the webinar on September 21, 2022 @ 11am EST
Questions? Feel free to contact our Sales Manager, Greg Verna, to learn more about our webinars and how you can work with ADMIN Partners! You can reach Greg via email at [email protected] or by phone at 856-382-3501.