Final Week! NTSA 2023 Elite Advisor Awards Nominations and Informational Zoom Meeting

Do you know of an NTSA Advisor who is the Best of the Best? Why haven’t you nominated him or her yet?

Does the process seem daunting? Never fear!! The NTSA Awards Judging Committee Chair and others will hold an Information Session this Friday, Aug. 5 at 1:00 p.m. EDT to help you navigate the nomination process before the Aug. 8, 2022 deadline. See Zoom login details below.

Join Zoom Meeting:
https://us06web.zoom.us/j/81760945222?pwd=OGVpNEVLYlVaV0FsR0dLYmVucGpRdz09
Meeting ID: 817 6094 5222
Passcode: 026704

Or dial in:
877 853 5257 US Toll-free
888 475 4499 US Toll-free

Meeting ID: 817 6094 5222
Passcode: 026704

To be eligible for award consideration, nominees must meet the following criteria:

• Membership. NTSA Individual, Associate or Affiliate Membership for three (3) or more years, including the awards year, e.g., for the 2023 awards, member as of 2021 or before.
• Length of Service. Have acted for five (5) or more awards years as a financial advisor serving the 403(b), 457(b) and ERISA non-profit retirement plans and their participants, e.g., for the 2023 awards year, at least beginning in 2019.
• Assets Under Management and/or Advisement. Personally oversees $30 million of assets in 403(b), 457(b) plans and ERISA non-profit, plus IRAs; as of the calendar year end immediately preceding the nomination period (e.g., assets as of Dec. 31, 2021 preceding the 2022 nomination period for the 2023 Award)—this is not a team statistic.
• Financial Industry Licensing, Oversight and Continuing Education. Be licensed for securities and insurance.
• Financial Industry Licensing, Oversight and Standing. Be in good standing with FINRA and SEC, as well as with state insurance regulators where the advisor is registered and doing business.

Nomination Period and Link

The nomination period for the NTSA 2023 Elite Advisor Awards is from July 11 through Aug. 8, 2022. Nominate here: https://www.research.net/r/NTSA2023EAANominate

Awards Presentation

Awards will be presented at the NTSA 2023 Summit Awards Luncheon on Monday, Feb. 27, 2023 at the Grand Hyatt in Tampa Bay, FL!