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I’m a non resident alien, and recently secured my first job in USA. My employer doesn’t match my 401k contributions until a year of employment. My long term goals do not include retiring in the USA (subject to change). I was wondering if it would make sense to invest in the 401k, and also hoping to learn more about Roth/IRAs. Any advice would be helpful.

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Can anyone recommend a company to use for a solo 401k for myself? I'd like it to be full service if possible. I don't want to have to worry about record keeping or 5500 reporting when it gets to $250k. Best if it's an open architecture platform. Thank you.

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New advisor- just graduated college in May, I’ve been looking for a target market and decided on Higher Education Faculty at a large university by me. What are some good fact finding questions to ask prospects about their retirement plans so I can become well-versed in the University’s retirement/benefits plan.

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Noob question. How do people muster the courage to invest their hard earned $ knowing they could lose it? I come from a humble background and haven’t been able to invest much in the stock market , with the only exception being my 401k. I worry a lot and feel more secure sitting on my small bundle of cash. Help!

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If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

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When a company transitions 401k providers, and funds are being mapped over, do the funds stay invested throughout the entire process? Or are there typically a few days out of the market? Cont...

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Sure feels great to see my 401k take a huge dive just as I finish my first year of contributions

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Health insurance Q: I’m choosing between 2 Anthem PPO’s, gold or silver. Gold is higher monthly fee, lower deductibles. Silver is low monthly fee, higher deductibles. In Cali. Any advice on deciding?

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Has anyone tried mediation to reduce stress, increase focus?? Have you seen any changes or benefits??

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Anyone ever used the Warton Group? Their marketing emails say they have preset appointments with 401k plan sponsors that are shopping their plan. The advisor is charged for the contacts. 1/2

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If someone goes from full time to part time employed....should they be able to move their 401k elsewhere?

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Has anyone partner with ADP for 401k business? How does that work?

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What do you, personally, invest your money in, other than real estate and 401k ?

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Anyone know contact t info for KPMG pension? My client stopped getting statements and can’t find their info

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Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

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How much do you pay for health insurance ?

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Researched this & IRS site confused me 😫. Can someone clarify: if a wife doesn’t work, husband has access to 401k, she is disqualified from a deductible spouse IRA above $200k income right?

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How do you solo Self employed Advisors affordable cover health insurance for you and your family? We currently have excellent fully paid benefits but will lose them when my wife is no longer working.

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Anyone familiar with Securian Financial (formerly Minnesota Life) as a 401k provider? A friend asked me about their platform and wanted my opinion. I’ve never used them. ??

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So - does anyone else work at an insurance company that has shitty health benefits? Last Dr. Visit cost me over $700 out of pocket and it was a regular check-up w/ labs???

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How are you targeting 401k rollover opportunities? Where do you find them?

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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...

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What are some unique ways you’ve taken over a 401k plan?

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Thinking about having my wife stay home w/ kids. Her job pays 100% of our health benefits today. Curious, are there options for group health insurance through like alumni or other associations? Cont

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How many fish make it a point to go to church regularly? What denomination are you and what benefits do you see from faithful participation/attendance?

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Do you all think an iPad with cellular is worth the business expense? If so, what are the benefits you get from it? Torn on whether or not to buy one...

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If you went to Wells Fargo after receiving a check, would you do it again. And let’s say you did it because it also benefits your clients. Looking to see if there are any regrets. Thanks for responses

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Delaware Healthcare fund... good story and crazy numbers Any one use it? Pro’s? Con’s?

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Anyone ever have a client be issued a check for a small 401k balance and the client never cashed it? Believe they had 60 days to get it into an IRA but they didn’t. What are their options? Continued.

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Anyone use Ubiquity for a 401k plan?

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For those of you that are self-Employed, how do you obtain affordable health insurance for you and your family? Currently we are under my wife’s insurance and it is 100% paid for By her employer. CONT

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Has anyone noticed that it is now extremely difficult to do three way calling with 401k custodians? Is this a recent change, and if so does someone have a good workaround?

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ADP 401k plan . I met a prospect that told me he is not happy about the plan he set last year with ADP. Anyone have any experience with their type of plan , etc ?

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If I come back to Accenture do I immediately get 401K contributions vested because I have over 2 years tenure already?

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Dear EY, I want a true per diem.

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I moved over from Accenture to PwC as a Manager and have to move my Accenture 401K due to compliance. Is it better to roll into PwC (current employer plan) or IRA? What are the pros/cons? Thanks!

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For long term consulting folks, what benefits/cons do you see in pursuing an MBA vs staying the course? Trying to gauge where demand is going and how valuable people think it will be in the future

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How does PWC wealthbuilder work? Is it similar to our pension and what's the vesting period?

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Do the Doordash and Lyft Pink benefits through Chase Sapphire Reserve expire after a year? Unclear on their websites, especially for the former.

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Ever wonder how much more you would make if your firm didn't have a partner pension expense?

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How can you upgrade the Deloitte corporate card (green) to the platinum business card? With all the points benefits.

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PwC Partners.....can you explain the big operating model change that was announced that had no bearing on staff. Why announce it then? What benefits can we expect?

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How much do you guys pay for Accenture PPO out of pocket? I don't have kids so I'll need vision/dental etc. I am guessing it will be around $500.00 + monthly? Also what are IVF benefits?

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It may be a stretch, but do electric toothbrushes qualify for fitness reimbursement?

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Hey everyone, I’m in advisory at a big 4 firm specializing in the healthcare industry for business process compliance. Just got a recruiting email for a startup on-demand health insurer firm for a revenue operations analyst role. The description seems intriguing, especially for my interest towards financial management and overall process efficiency. I was wondering if anyone has any insights on what this role would look like?

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United credit card or Marriott credit card? Which has more/better benefits?

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Risk Consulting Associate, 1 year of experience, looking for roles within healthcare and pharma strategy

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Analyst putting 7% in the ESPP program and 8% in 401k. Am I on a good track?

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Is it easy to get a nonconsulting role in Social Impact, Corporate Social Responsibility, Purpose & People? MSHR and SHRM-SCP with 10+ years of experience in compliance, global mobility, people development, workforce strategy and disability advocacy.

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Once I roll off this miserable project and get the f away from my insane manager, I’m throwing a party and you’re all invited!

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Anyone else trying to finally kick that nagging cough/cold before the break? Would hate to have any option short of “all the booze” while I’m on vacation.

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If you are laid off and cannot find a job doing your day job, what will you do? I am trying to prepare a plan b and c. My car is too old for Uber eats etc. curious your thoughts.

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Any advice on IBM work culture as compared to Big4? Any 🐠 who moved there recently and can provide some feedback? Career growth, benefits/perks, cut-throat culture/more relaxed, raise/bonus etc? Understand it depends on practice but any general pointers would be helpful. Thank you.

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People in PAM, how much base salary can I ask for in a Sr Consultant position in LA? Would be taking the job with EY. I’m thinking $100,000-120,000 to factor in a ~20% raise plus adjustment for CA taxes. Is this a reasonable request? Looks like they are short staffed for PAM resources... supply/demand...

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Anyone know what Bain TSG Manager and Senior Manager comp looks like?

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Kind of a messed up story... on the day Stan Richards got inducted to the Hall of Fame the real genius behind the Cows Campaign for Chic-fil-A got laid off.

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I am interviewing for a campus recruiting role and would love if others can share common questions they get asked so I can use for prepping. Thank you!

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I have a drinking and gambling problem. I’ve pissed away my entire life savings and need to start over. I know I need help but don’t know where to start. I have so many triggers and trauma that any little thing will set me off: family, work, isolation of Covid. Where do I start?!

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