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NTSA 2017 Elite Advisor Award Semi-Finalists Named


ARLINGTON, VA, December 8, 2016 -- The National Tax-deferred Savings Association (NTSA) is proud to announce the semifinalists for 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. This year's NTSA Elite Advisor Award semi-finalists are:

  • Peggy Dougherty, Lincoln Investment, Peabody, MA
  • Gary Lucas, Williams and Company/Plan Member Plan Member, Holland, MI
  • David Rutkowski, The Legend Group/Legend Equities, Liverpool, NY
  • Kenneth McInerney, The Legend Group/Legend Equities, Clay, NY
  • Donald Tiburzi, The Legend Group/Legend Equities, Getzville, NY
  • Michael Pesendorfer, M3 Investment Services/The Legend Group, Royal Oak, MI
  • Shane Hall, Shane Hall Financial/PlanMember Services, Amarillo, TX
  • Don Wade, The Legend Group/Legend Equities, Oakbrook, IL
  • Erik Peterson, Financial Alternatives/PlanMember Securities, Wenatchee, WA
  • Linda Smith, Kades-Margolis/GWN Securities, West Chester, PA
  • Gary Immink, Williams & Company Financial Services/PlanMember Services, Hudsonville, MI

The 2017 NTSA Elite Advisor Award will be presented at a general session during the NTSA 403(b) Masters Summit in Carefree, AZ, Jan. 25-27. Additional information about the Elite Advisor Award is available at http://www.ntsa-net.org/Elite-Advisor/Elite-Advisor-Award-Information. Information about the 2017 NTSA 403(b) Masters Summit is available at http://ntsa403bsummit.org/

About NTSA

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) marketplaces.


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