Debating an offer from JP Morgan for VP Private Banker. Would be a big comp increase but also a role change. I'm currently a private banker on the lending side with 15 years experience with a cush gig and zero sales pressure. JPM pros are comp, a new challenge, build skills, expand network. Cons I lose my nice corner office and 30 hour work week, worse benefits/perks, and I'm apprehensive about the culture/sales pressure. Any insight or advice?

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I’m hiring Protege Financial Advisors for opportunities in NJ. I’m an active advisor and sales manager for my firm, a local Guardian agency. New advisors receive full benefits, including medical, dental, vision, defined benefit pension, 401(k) with 3% match and Roth options, tuition reimbursement and more. If you’re interested in a new opportunity, please message me. Thanks!

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Pension vs lump sum Does anyone have a good online tool that illustrates the differences in easy to read analysis to present to clients? Thanks!

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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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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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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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I’m new to investing and putting money aside for retirement. I started putting money into my 401k for the past 2 years (though I may need to increase the amount since it’s half the IRS limit). I looked into a Roth IRA but I don’t qualify- where else can I put my money? I have emergency funds already covered. Thanks.

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Klick is growing growing growing! Please reach out to me directly if you'd like to talk more about our amazing people-first culture or any of these open opportunities. Here’s just a few positions we’re looking to fill: Copy Supervisor- Healthcare - NY Junior Art & Copy Team- Healthcare- NY Activation Strategy all levels - NY, BOS, PA Account Directors - NY, BOS, PA SR AD - CHI GAD all locations VP GAD all locations CRM Strategist- all locations +tons of positions in TO Message me!!!!

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How much do you put in your 401k? Put your level as well. Go.

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Has anyone here made a transition from Health & Benefits to Career/Strategy?

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If you've stayed 50 or 75 nights at Marriott/SPG this year, go to choice-benefit.marriott.com to select your 50 and 75 night benefits. Had to call to get it - never sent to me.

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For my 401k I have a section that shows Roth contributions and earnings. I have a different section that is labeled “nontaxable balances” and just shows Roth contributions. The Roth contributions number is smaller than the Roth contributions and earnings (which is expected since my contributions have grown). But why aren’t my Roth contributions AND earnings showing in the nontaxable balances section?

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Couple financial questions: 1) what do you do with your 401k when you quit? 2) if you go to grad school and come back above the income limit for Roth IRA, do you leave it where it is to grow?

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Thoughts on news of so many employees going on strike? Will they increase benefits and wages across the board?

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What % or your working week do you spend on personal admin? (E.g. Bills, healthcare, finance etc).

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Has anyone taken one of those online executive courses, like the Harvard Extension School offers? Looking to use my $5k of tuition reimbursement and already have an MBA. Worth it? Best programs?

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Big 4 Fish. Which company would you say offers the best health insurance? It seems like PwC’s plans offered are mediocre at best. Is it like this across the big 4 or is PwC the odd man out here?

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Hi everyone- I recently accepted an offer to join MBB in June/July. I just found out I am pregnant ... I am worried about taking maternity leave shortly after joining.. anyone else have similar experience? Another concern is that I don’t have prior consulting experience (have a MBA) and worried about being able to perform as a consultant during/after pregnancy. My husband is thrilled but to be honest I’m not excited about this pregnancy :(

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Hi all! How does my portfolio (25 years old) look? Out of my total net worth: 35% in 401K (invested in target retirement fund with employer matching), 10% in Roth IRA, and the remaining 55% in brokerage account (44% SP500, 4% on bonds, 6% in capital and income, 1% in international stocks). Thank you!

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Spinoff question... I know FMLA technically only covers you if you've worked for 12 months at your employer but has anyone actually had their employer say "sorry you we only here for 10 months so you can take your two weeks of accrued vacation, after that we'll expect you back." ? Since FMLA is unpaid anyway, I would imagine most employers would at least let you have unpaid time off.

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Have taken an unpaid leave to spend time/vacation with family in my home country. It’s caused an issue with my manager which is making me anxious and depressed. How can I compartmentalize my anxiety and be present with family for the next few weeks before going back to the office?

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I don’t understand how people keep posting about the bench and being unassigned. I’m in advisory(not audit) and my entire LoS is trending 90%+ utilization

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Expecting a baby this summer. Should I still be looking for other job opportunities? EY has a very generous paternity leave if you’ve been with the firm for 1+ years, but not sure if I would have the same opportunity to take 2-3 months leave if I switch jobs. Can I potentially work parental leave into negotiations?

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Need some advice: For context I’m an engineering student - I’ve gotten a role as a business analyst for a health tech startup that just raised their series A (10M) and is rapidly scaling.They brought me on part time until I finish up school in the spring. I negotiated to begin my vesting schedule now and I absolutely love the company and product-only problem is that I am losing all motivation for school…especially since it’s engineering. I’m going to finish-but how do I make it easier to balance

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Average age and salary??

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What are the best consulting firms to work for in Chicago right out of undergrad based on salary and perks?

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Anyone here from Deloitte India? Seeking a referral for an opportunity in HC consulting practice

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Mamas that still bathe your children (meaning, your kids are not 14), do you put lotion on them afterwards? There is a debate in our house about whether this is truly necessary. I lotion myself after I bathe, so it's just natural to me that I would lotion my toddler. My husband hates lotion and has dry, cracked hands all winter 🙄

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What circumstances have to apply for you to get fired on the spot for getting a job with another big four firm?

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Yo anybody still waiting on their Kellogg interview invite? In Chicago, so requested off-campus, and still no news 😖

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