{ "_id": "59d8e13f4d57b200118168ef", "_isBlocked": false, "creationDate": "2017-10-07T14:14:23.166Z", "categories": [], "description": "A place for those who work with employer sponsored Retirement Plans to meet and discuss the industry.", "relatedCrowdIds": [ "553769a790f5eebe1d2a0f92" ], "fishIconColor": "00fff5", "hideNumberOfUsers": false, "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/bowls_images_2/n2wsQzG1KzCqc.jpg", "rectangleIconUrl": "", "isLocked": false, "isCommentsEnabled": false, "isPublic": false, "handleUrl": "retirement-plan-advisors", "isVisible": true, "name": "Retirement Plan Advisors", "networkingEnabled": false, "numberOfNetworkingUsers": 19, "numberOfUsers": 605, "type": 2, "bowlType": "58e6c35170558a0016aae959", "bowlTypeName": "Custom Bowl", "background": { "from": "4622D2", "to": "0F71A6" }, "roomEnabled": false, "requestToJoinSettings": { "isJoinReasonRequired": false, "shouldRequestPhoto": false, "isMultipleChoiceEnabled": false }, "bowlTypes": [ { "bowlTypeId": "58e6c35170558a0016aae959", "bowlTypeName": "Custom Bowl" } ], "suggestedIndustry": { "_id": "553769a790f5eebe1d2a0f92", "name": "Finance", "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/V380hYTPDRDLE.png", "crowdIconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/Idg7gMZgSkeD7.png" }, "noIndex": false, "lastView": "" }
A place for those who work with employer sponsored Retirement Plans to meet and discuss the industry.
Sign up to access more conversations in this bowl 🔑

Anyone with Ascensus (Newport) that can shed some light on benefits/corporate culture?


Transitioning from 4-Years at Northwestern Mutual as an FA to RPA at Empower. Any advice? I'm in the 3rd round of interviews hoping to hear back that I made it to the 4th round (hiring panel).


Secure act 2.0? Thoughts


Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selec… more


As we all know money doesn’t grow on trees, it can grow when you save and invest wisely.
Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life mostly for … more


recently hit the one year mark with my company and wanted to see about negotiating a raise, was curious to see what other people were getting paid for a similar role. I handle inbound calls for 401Ks… more


Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!


Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.


Anyone works or has worked as a Director Retirement Planner at Fidelity can provide some insight into the role?


What are your best and worst sources for leads/marketing?

What do you like/dislike about them?

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Physical Mailers?
Radio ads?
Your own radio program?
Something else?


Hey all! We are looking to add to our retirement plan services team. This is an admin/support role with no sales goals or cold calling. We are a $15b RIA with a $400mm retirement plan book to support.… more


With interest rates rising, I Bonds are back in the discussion. Thoughts?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am u… more

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund… more


What is the future value proposition of the 401k Advisor in your opinion?


Talked to two major Recordkeepers this week and both of them said they are pricing their record keeping for plans with $20MM or more at a loss right now. What does that mean for the long term of 401(… more


Are u allowed to be an insurance agent while at PwC


Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?


Which recordkeepers do you think are best in the micro plan market?

Looking for:
- Open-architecture
- Reasonable fee
- User-friendly online portal
- Good servicing
- Allow own model creation


Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?


What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?


What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?


Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?


How big is your RP book? Do you consider yourself a specialist?


I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?


How is everyone approaching educating current and potential clients on the Secure Act?


I have a village with 3 employees in a 457 plan. They want me to take over plan. Assets are under $200k. Who would take that?


Is anyone familiar with Wharton Group in Florida? Is this a scam?

Does anyone have a good book or resource on small business retirement plans that also explains the tax implications? Also, an easy tool that compares the options? EG: SEP, Solo 401k, DB plans...

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

Where do you need the most support in your RP practice?

For those who cold call on 401k plans, what is your approach?


Which firms do good actuarial work for cash balance plans?

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you … more

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?


How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here


Embed this post

Copy and paste embed code on your site


Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone


Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to join this community on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or