SHHHHHH… we know you are busy so we extended the nomination deadline.
The nomination form for the NTSA 2023 Elite Advisor awards will be available for another week—through Monday, Aug. 15!
The NTSA Elite Advisor awards, a lifetime achievement honor, focus on the Best of the Best NTSA financial advisors—those with accomplishments and contributions that are:
- Unique.
- Innovative.
- Extraordinary.
The Basics: Nomination Criteria
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.
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!
Nomination Period and Link
The nomination period for the NTSA 2023 Elite Advisor awards is extended to Aug.15, 2022. Nominate here: https://www.research.net/r/NTSA2023EAANominate
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