NTSA Elite Advisors Announced…74% Use TRAK

by | Dec 14, 2016 | 403(b)/457

Congratulations to the NTSA 2017 Elite Advisor Award Semi-finalists!

Awarded since 2014, the Elite Advisor Award recognizes 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.”

The 2017 Semi-finalists are:

Michael Cayen, Investment Services, Royal Oak, MI

Peggy Dougherty, Lincoln Investment, Peabody, MA

Shane Hall, Shane Hall Financial, Amarillo, TX

Scott Hayes, ISC Group, Inc., Dallas, TX

Chad Hufford, Veritas Wealth Management, Anchorage, AK

Gary Immink, Williams & Company Financial Services, Hudsonville, MI

Stewart Jacobson, Dearborn & Creggs, Sugarland,TX

Gary Lucas, Williams and Company, Holland, MI

Kenneth McInerney, The Legend Group, Clay, NY

Michael Pesendorfer, M3 Investment Services, Royal Oak, MI

Erik Peterson, Financial Alternatives, Wenatchee, WA

David Rutkowski, The Legend Group, Liverpool, NY

Linda Smith, Kades-Margolis, West Chester, PA

Donald Tiburzi, The Legend Group, Getzville, NY

Don Wade, The Legend Group, Oakbrook, IL


We are proud of these advisors’ retirement readiness efforts and we are proud that many of them use TRAK retirement planning software. Indeed, 11 out of 15 of this year’s semi-finalists use TRAK or one of our corporate branded solutions!

TRAK began as software to serve the 403(b) market over 30 years ago and our commitment to 403(b) / 457 advisors is as strong as ever. TRAK has unique tools for serving a unique market including gap and paycheck analysis and over 650 state and local pension plans built into the software.

One broker-dealer told us “all of our best advisors” use TRAK. Looking at past Elite Advisor Awards, we can see that some of the industry’s top advisors use TRAK.
In 2016, 4 out of 6 Elite Advisor Award winners were TRAK users.
In 2015, 4 out of 5 winners were TRAK users.
In 2014, 5 out of 8 winners were TRAK users.

Many Elite Advisors already know that TRAK is a great solution for the 403(b) and 457 markets, retirement planning software for 403(b) advisors. If you are interested in discovering this retirement readiness solution for yourself, give TRAK or TRAK-Online a try today!


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