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Angie Mirrione AIF®

401k Retirement Plan & Investment Consultant

Global Retirement Partners LLC

Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

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

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
LPL Financial LLC 3 years, 2 months Jan 2016 - Present
Purshe Kaplan Sterling Investments 2 years, 6 months Jun 2013 - Dec 2015
WealthPlan Advisors, Inc. 4 years, 3 months Sep 2011 - Dec 2015
Raymond James Financial Services, Inc 1 month Sep 2011 - Oct 2011
Princor Financial Services 11 years, 3 months May 2000 - Aug 2011
Principal Life Ins Co 12 years, 4 months Apr 1999 - Aug 2011

Designations & Memberships

  • 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.

Articles and Answers

Insights by Angela Mirrione

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    AS A MEMBER OF TOWN AND COUNTRY GROCERS STOCK OWNERSHIP PROGRAM, IF I TERMINATE EMPLOYMENT WITH COMPANY, AM I ENTITLED TO MY MONEY?
    Roger, Is this an Employer Stock Ownership Program? If yes, they are a little different than your typical 401k plan when you terminate or retire. I would suggest you ask the Human Resources Department for a copy of the Summary Plan Description. This SPD will outline what happens at termination...  (more)
    Answered Mar 2013
    I know that im trying to find out how long it takes for a company to send a response to your 401k so they can distribute my money?
    You don't have to wait for contact from anyone. You can call the 401k provider to get the ball rolling. Some will even allow you to do the transaction online or over the phone. You should consider rolling your 401k assets into another 401k plan or an Individual Retirement Account (IRA). If you...  (more)
    Answered Mar 2013
    First group inc 401k matching contribution i have a 401k account with a company named First Transit In., parent company First Group America Inc., how do i find out the answer to how much they are matching my account? their front office didnt know?
    I would start in the Human Resources/Benefits Department. This department would be able to answer your question or send you a Summary Plan Description of the 401k Benefit. Inside the SPD may list the employer match. Sometimes plans will have discretionary match that they change from year to yea...  (more)
    Answered Mar 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Feb 2, 2017
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 22, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Global Retirement Partners LLC

      Last updated on Sept. 26, 2017
        • $26.4B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 5K
          Accounts
        • $5.6M
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements