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Meet the Team: Oksana Saavedra
We are continuing our Meet the Team Q&A series with our Client Engagement Administrator, Oksana Saavedra. Each week we will be giving the spotlight to an ADMIN team member allowing our community to get to know them better. Click below to see the profiles for...
Admin at the NAPA/NTSA ERISA 403(b) Advisor Conference
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...
Meet the Team: Greg Verna
We are continuing our Meet the Team Q&A series with our National Sales and Client Engagement Manager, Greg Verna. This week’s Q&A even includes photos of Greg's new puppy, Arlo and his gorgeous family! Each week we will be giving the spotlight to an ADMIN team...
Book of the Month: The 5 Disciplines of Inclusive Leaders
Welcome back to Book of the Month! Our chosen book for September is “The 5 Disciplines of Inclusive Leaders: Unleashing the Power of All of Us" by Andrés T. Tapia and Alina Polonskaia. Diversity and inclusion in the workplace are extremely important, and it is...
Meet the Team: Rachel Pastorella
We are continuing our Meet the Team Q&A series with our Head of Information Technology, Rachel Pastorella. This week's Q&A even includes a candid photo of Rachel's puppy, Reggie! Each week we will be giving the spotlight to an ADMIN team member allowing our...
Self Corrections
This week in our (b)informed series we are tackling the subject of self-correction. Making sure your plan documents are up-to date and compliant is extremely important. If the plans are not, self-correction can be a vital tool to remedy that for plan sponsors. The...