ARLINGTON, VA (Aug. 13, 2019) – The National Tax-Deferred Savings Association (NTSA) has opened nominations for the 2020 NTSA Elite Advisor Award.
Established in 2014, the NTSA Elite Advisor Award is an annual member recognition program that has been established to honor Financial Advisors whose presence and innovative works have helped shape the best practices in serving clients in the ERISA non-profit, 403(b), and 457 retirement industry, as well as to acknowledge their specific outstanding, unique accomplishments and/or contributions.
The awards will be presented at the Jan. 27 Awards Luncheon at the 2020 NTSA Summit, Jan. 26-28, 2020 at the Gaylord Rockies Resort and Convention Center in Denver, CO.
"The NTSA Elite Advisor Award proclaims to the retirement industry, to the federal, state and local legislatures, and to the public that NTSA and its affiliated-advisors are critical to this marketplace," said NTSA President Kris Coffey. "NTSA Elite Advisors are educated, experienced, involved community professionals, key attributes required for the process of achieving individual retirement security for those Americans in the non-profit public and private sector. Together with NTSA, these Elite Advisors are committed to open access, professional advice, standard of care, collaboration and ethical behavior."
To be considered, advisors must be:
- A NTSA advisor member for at least three years;
- Active for five or more years as an advisor serving non-profit, 403(b) and/or 457 retirement plans;
- Responsible for $27,318,175 or more in retirement assets, specifically 403(b), 457 and IRAs;
- Licensed for securities and insurance; and
- In good standing with FINRA and SEC.
Elite Advisor candidates must also complete an application in response to their nomination that includes commentary on their activities regarding leadership, advocacy, practice management and legacy.
"NTSA Elite Advisors are truly the 'best of the best' in the industry, focusing on client needs, and leading advocacy in their local and national venues," said NTSA Executive Director, Brent P. Neese.
About the National Tax-Deferred Savings Association
Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents nearly 6,000 practitioners, agencies and corporate members. For nearly three decades, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development and information resources for those involved in the non-profit, 403(b) and 457(b) marketplace.