Not Actively Registered
Funds Used With Clients
Firm Client types
|Nylife Securities LLC||4 years, 10 months||Apr 2015 - Present|
|New York Life Insurance Company||6 years, 1 month||Jan 2014 - Present|
|Indyne||2 months||Jun 2013 - Aug 2013|
|Jimmy John's||1 year, 10 months||Feb 2012 - Dec 2013|
|James Madison University||1 year, 4 months||Dec 2010 - Apr 2012|
|Nasa/Hitss||2 months||Jun 2010 - Aug 2010|
|James Madison University||4 years, 4 months||Aug 2009 - Dec 2013|
Designations & Memberships
Articles and Answers
Insights by Troy Riemer
AnswersAsk a financial questionAsk a question
Every employer plan is different and has its own rules. That being said, if you are 100% vested, then there is a good possibility that you can rollover or transfer your pension into something else. If you're just looking to start generating income, then I would talk to the human resources department...  (more)
Answered Mar 2016
|I was want to know how can i go about getting my dad r retire if i can can you tell me how about doing that?
Could you clarify the question a bit more? Does your dad need help retiring, or does he need help finding an old retirement account?...  (more)
Answered May 2016
|Are 401K fees generally higher than IRA fees even the the underlying mutual fund is the same?
It depends, but it can definitely be the case where 401k costs are higher than IRA costs. Every plan is different. so it's important to see what your 401k plan offers. I've come across the situation that you described, but like you mentioned, the match an employer offers is very important. Always ta...  (more)
Answered Jun 2016
|I worked for Quiksilver Inc in 2005 how can i find my 401 k plan?
Call Jeanette Haskins - (714) 889-2200She is the plan administrator and will at least be able to point you in the right direction. Hope this helps! ...  (more)
Answered Apr 2016
|What kind of admin fees are reasonable when only 3 people participate in the 401K plan?
How many people work for the company? It might be more affordable to do something like a SIMPLE IRA. I'm not sure about other firms, but with us there is only an account fee of $50 per IRA. A 401(k) can sometimes be too expensive sive if only a few people are participating. ...  (more)
Answered Apr 2016
|100% vested in my profit sharing plan. I asked about getting it and they said we cannot get it until 59?
Hey Melissa,These plans are unique to the company's that establish them. If they are saying that you can't move it until 59, there may be no other recourse.Feel free to reach out to me personally if you want someone to look through the plan documents for you: www.troyriemer.comGood luck!...  (more)
Answered Jul 2016
|How do I find out who holds my 401k balance.
I would call Bank of America Merrill Lynch. I believe they are the 401k plan administrator for Chicago Bridge & Iron. Once you talk to them, they should at least be able to point you in the right direction.After that, the big question is what your goal is with the money you've built up. Feel fr...  (more)
Answered Nov 2015