ARLINGTON, VA – The National Tax-deferred Savings Association has announced the finalists for its prestigious NTSA Elite Advisor Award.
Established in 2014, the NTSA Elite Advisor Award recognizes the contributions of advisors who, by their actions and example, 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 2016 NTSA Elite Advisor Award will be presented at a general session during the 2016 NTSA 403(b) Masters Summit in Tucson, Ariz. Jan. 21-23. 2016. The 2016 NTSA Elite Advisor Award finalists are:
- Martin Aringa, Chinen & Arinaga Financial Group, Inc., Mililani, Hawaii
- Jaclyn Bell, Dearborn & Creggs, Sugarland, Texas
- Josh Decker, EFS Advisors, St. Paul, Minn.
- Thomas Hall, Tax Sheltered Planning, Inc., Fayetteville, N.C.
- Phillip Kim, AXA Equitable, Scottsdale, Ariz.
- Gary Lucas, Williams and Company, Grandville, MI
- James Mustard, Mustard Financial Services, Inc., Portland, Ore.
- Adam Pearce, Retirement Professionals, Phoenix, Ariz.
- Laura Thompson, Global Financial Assoc., Lake City, Fla.
“The NTSA’s Elite Advisor Award recognizes the very best advisors, as nominated by their peers,” said Chris DeGrassi, executive director of the National Tax-deferred Savings Association. “These are the professionals that make a positive difference for their clients, communities and profession. NTSA Elite Advisors represent the standard of excellence to which all investment professionals should aspire.”
These Elite Advisors help individual plan participants accumulate assets for retirement, understanding their goals, educating them on options and potential results, while delivering and monitoring the full range of allowable investment products from securities to insurance, and working with the other qualified partners that make this a total package, the attorneys, accountants and plan administrators.
Formed in 1989, the National Tax-deferred Savings Association (NTSA) represents more than 3,000 practitioners, agencies, corporate and employer 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 all professionals involved in the 403(b) and 457(b) marketplace.
Media Contact: Don Jackson, (703) 516-9300 Ext. 169, [email protected]