- -Defined Benefit
- -Other Pension Consulting
Funds Used With Clients
Firm Client types
|Icma-Rc||1 year, 8 months||Apr 2018 - Present|
|Pie-Tech Inc||11 months||May 2017 - Apr 2018|
|Teleperformance USA||8 months||Jul 2016 - Mar 2017|
|Elephant Auto Insurance||10 months||Apr 2015 - Feb 2016|
|Arsenal Financial Group LLC||3 years, 6 months||Sep 2014 - Mar 2018|
|Harvest Financial Group, LLC||8 months||Jan 2014 - Sep 2014|
|Fiduciary Consulting Group, LLC||2 years, 9 months||Apr 2011 - Jan 2014|
|Financial Telesis Inc.||10 months||Oct 2009 - Aug 2010|
Designations & Memberships
American Society of Pension Professionals & ActuariesMembershipThe American Society of Pension Professionals & Actuaries is the premier educator and policy advocate for over 7,500 career professionals actively engaged in the retirement plan industry.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Timothy Nasworthy
AnswersAsk a financial questionAsk a question
|How can I start saving for retirement if I'm a college grad with few funds and no benefits?
Elizabeth - you've received some very good answers and sound advice, particularly start early even if you have to start small...and starting with small contributions may be a very important thing to consider. You are at an age where you may want more schooling, or transportation or a home and you n...  (more)
Answered Jun 2014
|If I am fully vested, quit my job and caah out my 401k will I receive the employer matching contributions if under 55?
Matthew - you need to get a copy of your company's 401k plan "Summary Plan Description" and review it with someone in the Benefits Department or even call the Third Party Administrator. It is not uncommon for some plan sponsors to only match contributions if you are employed on the last day of the p...  (more)
Answered Jun 2014
|How do you get acess take your 401k?
Carrie - contact the Benefits Department, HR or your payroll office and they can most likely tell you how to start this process. Most 401k plans these days have online internet access and once you have a login and password you can probably handle this from the privacy of your own home. And rememb...  (more)
Answered Sep 2014
|I would like to buy a home, can I get money out of my 401k for this and if so how do start?
Mike - it is important to note that if you want the $10,000 exemption you must roll the money from your 401k plan TO an IRA and then take it out...no home-purchase exemption applies to 401k withdrawals. Regarding a loan...first of all, not all plans allow for loans. Check with your benefits depart...  (more)
Answered Dec 2014
Licenses & Conducts
Icma Retirement Corp
$2.5BTotal Assets Under Management
N/ATotal Assets Under Advisement
$1.3BEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees