NTSA 2023 Elite Advisor Awards NOMINATION FORM

Thank you for nominating a NTSA member financial advisor for the National Tax-Deferred Savings Association (NTSA) 2023 Elite Advisor Awards (EAA). The NTSA Elite Advisor Awards are significant lifetime achievement awards that honor NTSA financial advisor members who are role models, whose presence and innovative works have helped shape the best practices in serving clients in the 403(b), 457(b) and ERISA non-profit retirement industry, as well as to acknowledge their specific outstanding, unique accomplishments and/or contributions.

Promoting the NTSA values of open access, professional advice, universal standard of care, collaboration and ethical behavior are the key reasons for the EAA process. The NTSA Elite Advisor Awards demonstrate to the retirement industry, to the federal, state and local legislatures, and to the public that NTSA and its Advisors are critical to this marketplace. Elite Advisors are educated, experienced, community-involved professionals. Such professionals are critical for the process of achieving individual retirement security for those Americans in the tax-exempt non-profit, public and private sectors.

The National Tax-Deferred Savings Association (NTSA) EAA were established by Advisors, for Advisors. The Awards’ focus is on the Financial Advisor’s innovative, unique, profound and successful best practices for advocacy, leadership, practice management and legacy within the 403(b), 457(b) and ERISA non-profit retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through employer-based retirement plans.

The Award’s goal is to recognize the very ‘best of the best’ Financial Advisor members of NTSA who have done the most to help individual plan participants accumulate assets for a meaningful retirement, to advocate proactively for this industry and its beneficiaries, to lead in profound ways, to creatively operate an ever-improving practice, and to mentor responsibly for the future.

To nominate a NTSA member for the NTSA EAA, you must be an affiliate of the American Retirement Association (ARA), i.e., a member of ASEA, ASPPA, NAPA, NTSA, and/or PSCA.

 

Please submit this NTSA EAA Nomination Form electronically, understanding that by submission, you, as Nominator, affirm to the best of your knowledge that this individual is in good standing in their firm and the industry; and you understand that your information and your Story or Anecdote may be used in the public domain.

 

This NTSA EAA Nomination Form is due within one (1) week, but, no later than August 8, 2022. Complete Terms and Conditions for the NTSA 2023 EAA Awards are available online.