The ADMIN partners team is always looking at different opportunities to stay informed and connect with the community. A couple days ago, Greg Verna, our National Sales and Client Engagement Manager attended the NAPA/NTSA ERISA 403(B) Advisor Conference in Washington D.C.
Throughout the duration of the day the the Conference covered a variety of topics including the following: updates on current and future legislation, current legislation issues, navigating legacy investments, plan sponsor perspectives, recordkeeping consolidation.
If you are a financial advisor that focuses on employer sponsored retirement plans and are not currently a member of the NTSA. Consider joining today!