New for 2021! We’re recognizing fruitful, innovative pandemic business responses by financial advisors.
Continuing for 2021! Past Elite Advisors, whose award is more than five (5) years ago, and who continue to be innovative, unique and profound in their leadership, practice management, advocacy, and legacy can be nominated again.
What Are the NTSA Elite Advisor Awards? This award is by advisors, for advisors. The award’s goal is to recognize the very "best of the best" NTSA financial advisor members who have done the most to help individual plan participants accumulate assets for a meaningful retirement, to advocate proactively for this industry and its beneficiaries, to lead in profound ways, to creatively operate an ever-improving practice, and to mentor responsibly for the future. The award honors financial advisors, whose presence and unique works have helped shape best practices in serving clients, and acknowledges their specific outstanding, special accomplishments and/or contributions.
Know an NTSA Advisor Who Should Be Recognized for Their Contributions? Nominate Them Today! NTSA has named 33 members to Elite Advisor status since the inaugural award in 2014 and is looking for your help in recognizing deserving financial advisors for the NTSA 2021 Elite Advisor Awards.
How to Nominate an NTSA Advisor. All we need is their contact info and a brief story about why your nominee should be so honored: https://usaretirement.wufoo.com/forms/ntsa-2021-elite-advisor-awards-nomination-form/.
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:
- NTSA Advisor Member for three years or more, including the award year (at least beginning in 2019);
- Five years or more as a financial advisor servicing 403(b), 457 and/or nonprofit retirement plans (at least beginning in 2017);
- $28,137,720 or more in retirement plan assets under management, namely 403(b), 457 nonprofit and IRAs (as of Dec.31, 2019);
- Securities and Insurance licensed; and
- In good standing with FINRA and SEC and with state insurance regulators.
How Are NTSA Elite Advisors Chosen? Five advisors form the Award Judging Committee, Separately and jointly they review each redacted Advisor Application anonymously and they collaborate for unanimous decisions.
Plan to join us at the NTSA 2021 Summit, where the Honored Nominees, Elite Advisors—and you, their nominators—will be recognized at the annual NTSA Awards Luncheon.
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