ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) has named the winners of the prestigious NTSA Elite Advisor Award.
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who have advanced best practice standards in the 403(b) and/or 457 retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.
The 2018 NTSA Elite Advisors were honored at the 2018 NTSA 403(b) Summit, held in Houston Jan. 23-25. The 2018 NTSA Elite Advisors are:
- Shane Hall, RFC, Shane Hall Financial, Amarillo, TX; Broker Dealer: PlanMember Services
- Kent Schutte, CFP, ChFC, CLU, TGPC, EFS Advisors, Cambridge, MN; Broker-Dealer: Advanced Advisor Group (AAG)
- Christina Winters Gears, AIF, Creating and Managing Wealth, LLC, Irving, TX; Broker-Dealer: Lincoln Investment
“These advisors serve their clients, their communities, and serve as mentors to others in the field,” noted Tamara Indianer, President of the National Tax-Deferred Savings Association. “They are role models to all, and we look forward to continuing to learn from them. We are proud of these advisors as they represent the best of our NTSA”.
Since its inception, NTSA has now acknowledged 27 Elite Advisors. A complete list is available on NTSA-net.org.
To be eligible for the award, individuals had to be an NTSA Advisor Member for three or more years, have acted for five (5) or more years as a Financial Advisor servicing 403(b) and/or 457(b) retirement plans and their participants, have $25,750,000 or more in retirement plan assets under management, be licensed for securities and insurance, and be in good standing with FINRA and SEC. Nominees also provide objective, quantitative information regarding the Advisor’s distinctive practices, including financial industry credentials, number of participants and the number of school districts served. Their distinction as ‘best of the best’ Advisors is revealed in their qualitative aspects of advocacy, leadership, business practices and legacy.
Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information.
About the National Tax-Deferred Savings Association (NTSA)
Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents nearly 5,000 practitioners, agencies, and corporate members. For more than a quarter century, 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 403(b) and 457(b) marketplace.
Media Contact: Nevin E. Adams, JD, Chief Content Officer, American Retirement Association, 703.516.9300 Ext. 114, [email protected]