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Tim Nasworthy, CFP, AIF

Helping 401k Plan Sponsors by Reducing Costs, Lowering Liability and Improving Outcomes

Icma Retirement Corp

Richmond

VA

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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Icma-Rc 1 year, 2 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 & Actuaries
    Membership
    American Society of Pension Professionals & Actuaries
    The 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 Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A 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

There are no insights for this advisor to display at this time.

Answers

Ask 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
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      May 9, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      May 9, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Icma Retirement Corp

    Last updated on April 15, 2019
      • $2.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2
        Accounts
      • $1.3B
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees