Don’t hesitate! Do you know of an elite advisor who deserves to be nominated for the NTSA 2023 Elite Advisor Awards? The nomination period began last week and is under way!
The NTSA Elite Advisor Awards’ goal is to recognize the very ‘best of the best’ financial advisor members of NTSA 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.
Nomination Criteria
To be eligible for award consideration, nominees must meet the following criteria:
- Membership. NTSA individual, associate or affiliate membership for three or more years, including the awards year—that is, for the 2023 awards, member as of 2021 or before.
- Length of Service. Have acted for five or more awards years as a financial advisor serving the 403(b), 457(b) and ERISA non-profit retirement plans and their participants—that is, 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 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!
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