The National Tax-Deferred Savings Association (NTSA) recently hosted their annual Summit via a virtual series of workshops on 403(b) and 457(b) retirement plan education. Our very own CEO, Mark Heisler, was the host of a workshop examining on one of the most...
EVENTS
ADMIN AT THE 2020 NTSA SUMMIT
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...
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...
HELPING FOR THE HOLIDAYS
As we start to approach the holiday season, we can feel the hustle and bustle that comes with this festive time of year. From decorating to baking to the always exciting gift giving, it’s easy to get caught up in the excitement and the frenzy that is the holidays....
DATES ADDED TO ADMIN’S WEBINAR SERIES!
After the success of our webinar series: Servicing The Underserved, ADMIN has decided to add two additional dates. This allows busy financial advisors to join in on the conversation surrounding complex retirement plans. With over a decade in the industry, ADMIN...
ADMIN @ THE PHILLIES GAME
ADMIN Partners recently hosted a company outing at the Philadelphia Phillies game! Our staff came together on an exceptionally hot night to take in the Phillies vs. Dodgers. While the game was cut short after four innings due to heavy rains, ADMIN’s team got to enjoy...