2019 Elite Advisor Award Nominations Open!

Do you know an NTSA Advisor who is among the ‘best of the best?’

Nominations are now being accepted for the 2019 Elite Advisor Award, which will be presented at the 2019 NTSA Summit - 30th Anniversary, Jan. 27-29, 2019 at the Westin Tampa Waterside in Tampa, FL.

To be eligible to participate in the Nomination Process, objective, quantitative Advisor Candidate criteria must be met as of July 1 of the Nomination Period, August 6 – Sept.14, 2018.

• Membership. Be an NTSA Individual or Associate Member for three or more years, including the 2019 Award Year;

• Length of Service. Have acted for five (5) or more Award Years as a Financial Advisor servicing 403(b) and/or 457(b) retirement plans and their participants;

• Assets Under Management. Personally manage (not a team’s statistics) $26,552,500 or more in retirement plan assets, namely 403(b), 457(b) and IRAs;

• Financial Industry Licensing, Oversight & Continuing Education. Be licensed for Securities and Insurance; and

• Financial Industry Oversight & Standing. Be in good standing with FINRA and SEC.

As a critical part of the subsequent Advisor Application, qualitative information separates the ‘best of the best’ with their differentiating responses. The Advisor Application includes the requirement of brief reflections on a simple series of qualitative questions concerning the Advisor’s involvement in industry advocacy, leadership history, practice management expertise and legacy experience.
Those ineligible to be nominated include:

• NTSA Leadership. The NTSA Elite Advisor Award Judging Committee, the NTSA Officers and Leadership Council and the NTSA Steering Committee for the 2019 NTSA Summit are ineligible to be nominated for the Award in their year(s) of service in these roles that occur during the Nomination Periods and the Award Years.

• Prior Award Recipients. For a particular Award Year, prior Award recipients are ineligible to be nominated for five (5) subsequent Award Years.

• Non-fulfillment of Nomination Criteria. (See above.)

Launched in 2014, the NTSA Elite Advisor Award recognizes the very best Advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement, as well as to advocate for the industry.

Nominate an advisor for the 2019 NTSA Elite Advisor Award here. All ARA members are eligible to be Nominators. See the full NTSA Elite Advisor Award Terms & Conditions here.