Know of an NTSA Advisor who should be recognized for their contributions? Nominate them today! The National Tax-Deferred Savings Association (NTSA) has named 36 members to Elite Advisor status since the inaugural award in 2014 and is looking for your help in recognizing deserving advisors for the 2022 Elite Advisor Award.
What is the NTSA Elite Advisor Award?
The NTSA Elite Advisor Award is an annual member recognition program that honors financial advisors who have helped shape best practices in serving clients in the 403(b), 457 and/or nonprofit retirement industry. It also acknowledges their other accomplishments and contributions within the industry.
The award recognizes those advisor members of the NTSA who have excelled in helping individual plan participants accumulate assets for retirement. Areas of differentiation include not only practice management but also advocacy, leadership and legacy.
How to Nominate an NTSA Advisor
Eligible candidates include individuals who are acting as a financial advisor to 403(b), 457, and/or nonprofit plans and who meet the following criteria as Dec. 31, 2020:
- NTSA Advisor Member for three years or more, including the award year
- Five years or more as an advisor servicing 403(b), 457 and/or nonprofit retirement plans
- $28,981,852 in retirement plan assets under management, namely 403(b), 457, nonprofit and IRAs, in calendar year 2020
- Securities and Insurance licensed
- In good standing with FINRA and SEC
Acknowledge the best of the best—nominate an NTSA Advisor today at https://my.reviewr.com/s1/site//EliteAdivsorAward_Nominations and join us for the 2022 NTSA Summit! Find out more at https://ntsa403bsummit.org/.
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