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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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

likesmart
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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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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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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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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 much do you pay for health insurance ?

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

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

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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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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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What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

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What type of events do you attend to network for individual clients? What about for 401k plan clients?

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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?

likeuplifting
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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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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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Related Posts

Senior tech consultants in Toronto or Canada in general - how much of your paycheck goes to tax, pension, etc.? Do you mind also sharing your income or range?

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What are you doing for a retirement plan as an independent consultant? Solo 401K, SEP IRA, etc.? Any recommendations on where to open an account?

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Do you save on taxes when you work outside of the US for a year? My team and I are being sent to Japan for a year and I'm trying to understand the financial benefits

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Benefits of 800+ credit score? Any good CC I should try applying?

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$8K in 401K at 24 years old. Is that bad or good?

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What companies in the industry have good benefits?

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Has anyone had unemployment benefits rejected?! I found out today that after filing for 9 weeks, they’re saying I’m ineligible due to receiving severance. I know others who received severance & got their benefits already. I’m going to appeal but welcome an advice from anyone else that has had to fight to get their money!!

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Has anyone started at Capital One while pregnant? Do you know if they offer the full 18 week maternity leave or do you have to be at the company for a certain period of time before getting that?

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What is keeping you in consulting? I am getting offers from industry which is almost 40% higher than my current TC with more benefits. Am I Missing the point of consulting?

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Hi Accountant 🐠! My friend just received settlement. She is trying to figure out what to do with it. Someone told to open a trust to avoid taxes and impact on her potential benefits <contd>

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Is there anyway for America to get all of the idealistic benefits of Bernie Sanders without losing half my paycheck?

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After 3 years of dealing with the worst firm I've ever had the displeasure of working for, I finally landed my dream gig at a small specialty firm. The people at the new firm are all SMEs featured in and contributors to the most notable business publications in the world, less than 100 employees, better benefits, unlimimted PTO, doubled my pay and landed a senior role. Keep looking for what you want and deserve. I'm happy to be forging a better path away from what I've had to endure.

likeuplifting
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Do any of us actually love consulting or do we do it for the benefits (ie money, travel perks, exit opportunities)?

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Anyone ever rolled previous employer 401k to IRA and then to new employer 401k? I have an existing IRA and was told to make sure I don’t commingle IRA contributions with 401(k) in case I ever do this

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How long is the Paternal leave in Dtt? Do we get full paid during that period?

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Hey y’all: currently weighing the benefits of obtaining an MBA. Started career with 2.5 years of corporate FP&A, then moved to Senior Consultant at a high growth Mgt Consulting firm (1.5 years in). I’ve seen roles back in industry require (interchangeably) MBA or 2-year management consulting experience. Are MBAs helpful/necessary for consultants...just to have one? Should it be more purpose-driven? Etc.

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Any thoughts on shifting 401k contributions from traditional to Roth with the new tax code changes? I'd imagine a lot of us benefit from lower tax brackets in 2018.

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Does Axtria offer pregnancy benefits. California if it matters.

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What is the vesting schedule for 401k match here? I thought it was 4 years but I'm far enough into year 1 that I should be at 25% if that's the case.

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Going back to work in a couple weeks after being on maternity leave. Already sad and upset at the thought of leaving my little one. How do you cope those first days and weeks back to work?

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Additional Posts

Any 🐠 have experience with, or have considered, Cornell's 1 year MBA? Already have a masters, 6yrs consulting, but would like an MBA so the shorter time is appealing. Also looking at Insead

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Looking for senior level digital position in Denver metro area. Client/Ad Tech/ Agency positions are all of interest.

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Anyone want to grab a drink sometime? (25) M

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Minority friends (e.g. Ethnicity, gender, sexuality,etc) Any microaggressions you experience weekly?

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Considering UMD PT MBA vs Kelley Masters in Finance. UMD will be 60k total and Kelley 25K. I have 7 years experience in financial mgmt including 4 years big 4 consulting experience. What should I do?

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I don't see many people on here from General Dynamics. What's the culture like? I went to a job fair to be cleared to a TS/SCI and they said the background check will take a little over a year lol.

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Is Heat NY or Droga hiring (although no openings publicly)? Super interested!!

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Some liquid courage to ask the hot guy/girl on your flight for their number. MLK would appreciate it

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likeupliftinghelpfulfunny
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Shots fired. Your move Deloitte.

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funnylike
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If firms go exclusively remote, I have zero reason to remain living near “home office”. Likelihood we’ll shift to that model, and can live wherever?

likesmarthelpful
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EY just changed (gutted) their Frequent Traveler program to better align to "like" organizations. Curious what perks other firms offer for people who travel their lives away?

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I understand that bonus payment is paid out 9/30 every year. I'm thinking of quitting but don't want to lose my bonus. Do we have to be employed at 9/30 to get it or is it proratepaid out beforehand?

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What questions do you typically ask the recruiter on the first round of phone interviews?

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Anyone took up to a year off from work and then went back to consulting? How did interviews go re: how the time was spent if it was time off related to family? Fyi not that I had a kid; other reasons

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Hello, can anyone please share with me about Facebook product development specialist interview process. Thanks

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Salary for an ACD at Tracy Locke?

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Thoughts on the value of having an MBA in Canada (say M7 or INSEAD)? Useful for a non business undergrad? Can't quite tell if it's as important as in the US.

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My dad who lives in Asia just announced that he had a medical issue. I’m starting to enter the age where I’m going to take care of him financially. It’s a $2,000 hospital bill which in the US is nothing compared to what it represents there (which he can’t afford). He’s going to be fine! Just wanted to share with this group as many of you can understand what it feels like to support your parents when they’re old, not the other way around. I feel so blessed I can help him. 🙏🏽

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I swear if I see one more state return... 😠😠😡😡😡

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