MA National Conference 2013

Our 2013 National Conference was held May 19-21 at the fabulous Tamaya Resort in New Mexico. Keynote speakers were renowned investment strategist Bruce Johnstone and motivational speaker Andy Hill. They informed, inspired, and entertained! We thank our 250+ attendees, presenters and sponsors for making it an educational and enjoyable experience for all.





















Spotlight on Bill McMorran – Green Oak Consulting Group

Bill McMorran, together with his business partner, Bill Altavilla, formed Green Oak Consulting Group (Green Oak) in 1986. Green Oak works with charitable organizations, individual donors and professional advisors on a consulting basis in order to promote, plan, establish and administer planned gifts i.e. charitable remainder trusts and charitable gift annuity contracts.

Prior to forming Green Oak, Bill was the National Coordinator for AARP’s Tax Aide and Health Advocacy programs in Washington, D.C. where he wrote several tax and financial guides for older people. He is actively involved in various associations and memberships dedicated to improving the quality of life for aging adults. A graduate of Princeton University and Princeton Theological Seminary, Bill lives with his family in Hollywood, California.

Q. What is it about you that people would be surprised to know?

A. I am an ordained Presbyterian minister who still performs weddings.

Q. How did you get to where you are today?

A. Circumstances in our lives can take us down unexpected paths. Growing up in Pittsburgh, I had a paper route which, looking back, wasn’t much different than what we do today. I was really drawn to older adult customers. I enjoyed interacting with them. Later on, as part of my seminary training, we were required to work at a church on the weekend. I didn’t have a car so I wasn’t able to get involved in local suburban church youth groups. Instead, I took the train to Philadelphia to serve an urban church. There were no kids, only angry older people who were forming the Gray Panthers, a grass roots group working on improving the lives of the elderly. Hello Gray Panthers, good-bye youth program! That led to my internship and then full time job with AARP. There I became the older adult tax and health policy expert that led eventually to my work with hospitals and retirement organizations in building planned giving programs.

Q. What do you like most about being an advisor?

A. I love interacting with my client organizations, their leadership, donors and staff in fulfilling their mission through planned gifts.

Q. How has Mid Atlantic helped you with your business?

A. You “get us”. You understand our business model/plan and your boutique operating style provides us with a variety of products and necessary support.

Q. What do you do in your downtime?

A. You can find me at the gym or music festivals like Coachella and Lollapalooza.

Now Available – new eDelivery demo

Spread the word about how eDelivery helps maximize efficiency. With eDelivery, your National Financial Services (“NFS”) customers are not only helping the environment with less paper clutter and use – they’re maximizing how efficiently they receive and access their account information and documents. To help you showcase the benefits of eDelivery, NFS has prepared a new video highlighting key advantages.

InfoxChange webinar: Building an Effective Retirement Plan Sales Presentation

A key part of the retirement plan sales process is developing an effective sales pitch that displays your capabilities, demonstrates your client focus and differentiates your services from the competition. Mid Atlantic Trust Company is proud to present Franklin Templeton Investments to help you assess the services you bring to the equation, and understand some key points plan sponsors are looking for.

Title: Mid Atlantic InfoxChange: Building an Effective Retirement Plan Sales Presentation

Date: Thursday, December 13, 2012
Time: 4:00 PM – 4:30 PM EST

After registering you will receive a confirmation email containing information about joining the Webinar.

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Mac®-based attendees
Required: Mac OS® X 10.5 or newer

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

Space is limited: Reserve your Webinar seat now at:

Turbo Tax link for myStreetscape users

Users of myStreetscape will be able to access National Financial produced tax forms for import into TurboTax beginning on or about February 4, 2013.

The following forms will be eligible for import:

  • 1099-B
  • 1099-DIV
  • 1099-INT
  • 1099-OID
  • 1099-R

More information, including instructions for importing into TurboTax, will be sent to our registered representatives via email before year-end.

ModelxChange expansion

Mid Atlantic would like to share with you the latest news regarding ModelxChange®. ModelxChange® is ideal for those Professional Money Managers, Investment Advisors, and Plan Record Keepers who want to stay on the forefront of the 401(k) marketplace, and are interested in maintaining a larger share of the generated revenues. It is also a great platform for high net worth accounts.


If you would like more information on ModelxChange®, please contact Brian Lenz or John Hufnagel at MATC by calling 1-800-693-7800.

July Business Services receives CEFEX certification

Congratulations are in order to one of Mid Atlantic Trust Company’s Third Party Administration and Record Keeping partners, July Business Services, Inc.  for receiving certification from the Center for Fiduciary Excellence (CEFEX) for both plan administration and record keeping. The receipt of these two certifications is surely an accomplishment and well deserved. Congratulations July Business Services, keep up the great work!

InfoXchange webinar: 401(k): The Plan of Opportunity

Mid Atlantic Trust Company is proud to present Managing Director of Retirement Plan Services at Brinker Capital, Bill Simon, to discuss the opportunities present in the retirement plan marketplace.

Bill will show you how to better communicate with plans sponsors regarding their fiduciary responsibility and the merits of outsourcing that liability to a 3(38) advisor. He will also provide a long term secular market outlook and highlight how managed accounts fit into that context.

Lastly, Bill will present a cutting edge benchmarking and diagnostic tool which can help you uncover retirement plan opportunities.

Title: Mid Atlantic InfoXchange: 401(k): The Plan of Opportunity
Date: Monday, September 24, 2012
Time: 4:00 PM – 4:30 PM EDT

After registering you will receive a confirmation email containing information about joining the Webinar.

System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP or 2003 Server

Mac®-based attendees
Required: Mac OS® X 10.5 or newer

Mobile attendees
Required: iPhone®, iPad®, Android™ phone or Android tablet

Space is limited. Reserve your Webinar seat now at:

408(b)2 Fee Disclosure

Mid Atlantic announces release to customers of its newly developed technology that successfully fulfills the Department of Labor’s retirement plan fee disclosure requirements. The intent of these disclosures is to assist account owners in identifying conflicts of interest and to determine whether the fees for services rendered are reasonable.

Our initial disclosure, delivered electronically to the designated statement contact of the plan, describes the services provided by Mid Atlantic and the amount and source of payment for those services. If there is an another contact to whom you believe the disclosure should be directed, please contact your Relationship Manager at 412.391.7077.

Announcing Referral-EDGE

We are pleased to bring you Referral-EDGE, an interactive, web-based tool developed by Infinata, Inc., and customized for National Financial clients. Referral-EDGE taps into an extensive database of timely, relevant, and public information on high-net-worth individuals, retirement plans, centers of influence (COIs), foundations, and endowments. It can help you gain insight into your existing clients, uncover qualified prospective clients, and network with influential professionals. Use it to help develop richer relationships and uncover strong connections for referrals. Contact Paul Edwards ( for more information.