NTSA 2023 Elite Advisor Awards Nominations Are Open!

Have you been on vacation? Not our Awards Judging Committee (AJC)! They have been hard at work preparing for the NTSA 2023 Elite Advisor Awards. 

The members of this year’s AJC are: 

• Carla Ann Goedtke of Investors Choice Financial Services, Inc.;
• Michael Goldberg of Equitable;
• Chris Janeway of PlanMember Financial Corporation;
• Lisa Tursi of Lincoln Investment; and 
• David Wolfe of EFS Advisors. 

Also involved in a non-voting capacity are John Adzema of National Associates, Inc. (Chair) and Kristine Coffey (Senior Advisor).

The Elite Advisor Awards AJC represents various NTSA Advisor sectors and acts collaboratively, anonymously and with utmost confidentiality, pursuant to the American Retirement Association (ARA) Data Confidentiality Agreement.

In simple terms… our process is transparent and unbiased.

Nominate a deserving Advisor today!

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.

Nomination Period and Link

The nomination period for the NTSA 2023 Elite Advisor Awards is from July 11 through August 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!