2017 Elite Advisors (from left to right): Michael Cayen, CRC; Scott Kayes, CFA, CPFA, TGPC; Chad Hufford; and Stewart Jacobson, JD, CFP.
The NTSA Elite Advisor Awards are presented to qualified, deserving advisors at a ceremony during the NTSA 403(b) Masters Summit. This year, the 2018 Award winners will be recognized on Thursday, January 24 at the 2018 NTSA Summit in Houston, TX.
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry, as well as to acknowledge their specific accomplishments and/or contributions.
The NTSA Elite Advisor Award recognizes the very best advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement. The focus is on advisor best practices for advocacy, leadership, practice management and legacy within the 403(b) and/or 457 retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through retirement plans.
In addition, the NTSA Elite Advisor Award proclaims to the industry, to the federal, state and local legislatures, and to the public that the NTSA and its advisors — as trained, experienced professionals — are critical to helping Americans in the non-profit sector achieve individual retirement security.
In the fall of 2013, the concept of the NTSA Elite Advisor Award was announced to the NTSA Leadership Council, Strategic Partners and subscribers of the 403(b) Advisor magazine.
The first Elite Advisor Award was given to eight outstanding advisors at the 2014 NTSA 403(b) Summit. Since then, 15 advisors have won this prestigious award.