ARLINGTON, VA – The National Tax-Deferred Savings Association (NTSA) today proudly announces the opening of nominations for its prestigious NTSA Elite Advisor Award, acknowledging the contributions and best practices in the 403(b) and 457(b) retirement plan industry.
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(b) retirement industry, and in so doing, have improved the ability of American workers to build a successful retirement.
“Advisors who are nominated for the NTSA Elite Advisor award are professionals their peers consider the best of the best within the 403(b)/457(b) industry,” notes Randy Aranowitz, Executive Vice President, Kades-Margolis Corporation, and Chair of the NTSA Elite Advisor Judging Committee. “They should have a well-established history of serving and helping their clients save for retirement and beyond. These advisors should also be strong advocates for our industry and mentors for their colleagues.” Serving clients that run the gamut from school districts and teachers to non-profits, hospitals and institutions of higher education, these elite advisors’ missions are matched only by the commitment of those they serve to bettering our communities.
Award Criteria
To be eligible for the award, active financial advisors to 403(b) or 457(b) plans must also:
- 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 $26,522,500 or more in retirement plan assets under management as of December 31, 2017
- Be licensed for securities and insurance, and be in good standing with FINRA and SEC.
Nominees must 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.
Since its inception, NTSA has acknowledged 26 Elite Advisors. A complete list is available on NTSA-net.org.
Elite Advisor nominations may be submitted at http://bit.ly/2019ntsaelite. Nominations close September 14.
About the National Tax-Deferred Savings Association (NTSA)
Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents more than 5,000 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 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]