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

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?

likeuplifting

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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How do you sell the benefits of managed money to your clients?

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How would you reply to someone who says they are going to roll their 401k to their new employer, after you’ve offered to review their options for those funds? I feel like people just blindly do things

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I’m an independent FA with a small BD. One of my partners has a BGA that he wants me to roll under. Stay true independent FA with the insurance carrier or go AGA route for benefits???

likehelpful

What are my fellow Indy advisors using for benefits? Our family ditched the traditional medical for a Christian share plan last year,
So far all is sound. How about Dental? Any bad experiences?

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Anyone have the CRPS designation? Thinking about going after 401k business and don’t know if it’s beneficial or not.

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Decided to give up alcohol this year, simply as an experiment. I would like to see first hand the health benefits. Can anyone speak to how they felt after giving this up?

likesmart

Tips 4 Saving in a non qual acct. My wife & I max all qual accts. 401k pre tax & Roth. Roth IRA & HSA. Any tips 4 saving in a non qual besides buying stocks & Funds i.e. Mmkt Fund to mitigate access?

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New 401k enrollment meeting .We ended up choosing American funds, the TPA really liked them. Any advice or suggestions on things to discuss with the employees at the meeting .

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This is my first yr having access to an FSA through my wife’s benefits. Trying to decide on an amount to contribute and it’s tough. We may or may not get pregnant this year and that’s a huge. Cont..

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What are some of the good benefits at bigger firms?

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How many of you have rental properties? I am done maxing 401k, IRA and putting $ in index funds. But haven't had the time to research investment properties or courage to pull the trigger. Missing out?

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Where does your money sit? I.e. 10% in savings, 20% in 401k, 30% in etfs, etc.

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Is our comp and benefits really the best in the industry? Let's get some feedback from people who have been at other firms

likehelpful

I don’t like my firm and trying to switch. I’m a licensed rep but not a FA, a 401k guy. Interviewers always ask why I am looking to leave. I try to explain the structure isn’t a good fit...

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Health Insurance? What are your premiums , deductibles and max out of pockets for a family plan w kids ?

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Anybody know if one can BOR a Paychex 401k plan? I am currently BOR at ML, looking to leave, and wondering if I can pick this back up on the other (Indy BD separate from my RIA) side.

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I’m a solo advisor trying to build my practice. what are the benefits of joining FPA for someone like me? Only have limited time so trying to make sure it would be worth the time and cost.

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Related Posts

healthcare promotion from EM to SM in your firm? trying to calibrate expectations....

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Hello, I've been working as a Healthcare Consultant for over 4 years now & I am currently a Consulting Manager near the Philadelphia area seeking an opportunity in NYC. Anyone know anything avail?

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How much are you contributing to your 401k?

Anyone use a Citi AA Plat Select and a Marriott Rewards card? Any unique benefits from this combo?

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I read this super interesting article about how big companies like Toyota are investing in social-emotional training for their employees and seeing massive benefits. I actually think this could be a whole separate class for students of all ages. Learning about conflict resolution, growing your own self-regulation skills...it's really important.

likeupliftingsmart

Starting at Deloitte in a few weeks as a Specialist Leader. The 401k match is only .5%? Why so low? Does it ever increase?

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🐟 without dependents, what % of your monthly income do you save and what % do you contribute to 401k.

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I've offers from tiger & fractal
Yoe: 9 years
Role:
Tiger: manager
Fractal: senior consultant
Difference:
1 Tiger offers 4 lakhs more than fractal
2 Role in fractal matches my current role. Whereas the role is tiger in 2 level above current role & i need to boot up for the bigger responsibility which I'm a little worried about being new co
3 Insurance benefits are good in fractal.
Barring salary difference help me choose which is better w.r.t wlb,job security,benifits, growth,culture,learning

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Hey Guys, I have an offer from Barclays for Analyst- Financial control. Would like to get your views about the work culture & benefits which the org. offers. How's the bonus and year end increments like?

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Between two offers, "Associate Principal" for m&a consulting in the Healthcare industry vs a Director at a F300 company doing M&A and Partnerships. Consulting pays about 50k more. What does the future look like in consulting? I am a bit nervous jumping from from "industry side" to the "consulting side".

Hello there audit folks! Anybody considering a shift to financial due diligence? Happy to discuss opportunities at EY, please DM me if interested. We are really looking for folks with healthcare or tech experience and can move extremely quickly during the interview process. I've been in the group for years and transitioned as a senior so can share the positives and negatives.

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What is your agency’s maternity or paternity leave policy?

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I need to get married to spread my health insurance plan. It’s that good.

funnylikehelpful

Here a European from one of those communist countries who use taxes to have free ish healthcare and that.

I'm about to move to the US and just realised that paid holidays are not a thing there. What's the deal? Some agencies better than others? Can I get days even if I don't get paid? So much to do outside of work, I need dayzzzz

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I know it always depends, but what is a good target comp range in HCOL for someone who has 3 YOE in MBB/T2/B4 consulting out of undergrad?

Have experience in healthcare, analytics, and corporate strategy. Trying to evaluate exit opps

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PwC parental leave benefits?

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Is there a difference between the kind of case work available between McKinsey and BCG for their healthcare practices?

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Hello! I’m a clinical healthcare worker and am currently working on a master’s in finance to pivot to healthcare consulting.

I’m trying to get an internship next summer (I have the time off work) but am having difficulty finding internships for non-MBA master’s degree candidates. (I have a clinical MA and doctorate & it’s been an auto-reject from analyst internships.)

Would anyone be willing to connect for internships or work for companies that love non-traditional candidates? Thank you

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Additional Posts

Own a Sub 41, but getting a Hamilton Khaki Field 42 as an everyday later today! As excited as I was picking up the Sub 😍 Thoughts as an everyday watch? Will post pictures if I pull the trigger!

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Let’s say you’re the main character of some action movie. Think military / Jason Bourne / Ethan Hunt type of guy. You’re only bringing one watch with you on your mission across the world. Streets of Paris, African jungles, Southeast Asia, and wherever else the mission takes you. What watch you wearing?

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OMEGA INCREASED THEIR PRICES OH NOOOOOOOOOO

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Anyone looking to buy a Rolex Datejust 126334 fluted bezel, Azzuro Blue on Jubilee? Few weeks old, almost like new. Thinking about selling it for $11k (less than what I paid with taxes) since I don’t like flippers in our hobby.

Super beautiful watch, just thinking it’s a bit flashy for me.

Post Photo
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Is streeteasy.com still the best way to find an apartment on the mid to upper east side of Manhattan? I'll be looking for a March move in.

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What percentage of your income do you save, invest and spend?

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Hey fishes- can someone please help me to understand how much time bny takes to process the offer letter after all discussions are done. For me it's been more than a month and still they say we are on it.

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I am fairly green in academia (< 1 year) and I want to shift to an area of research which I always wanted to do but never could as a Ph.D. student (because of conflict of interest).
The issue I am facing is that due to lack of my documented research experience in this field (read, lack of papers) I am finding it very hard to land any grant and reviewers keep saying "The PI hasn't demonstrated any experience in said research" blah blah.
Any advice on how to overcome this?

I’m 21. Maybe I just got lucky, but working in Apple retail was an incredible experience. I was only there for 7 months, but it was enough time to know it’s a place filled with love and laughter. Walking in other Apple Store’s I can feel the energy and I genuinely believe my store was unique. Managers cared and coworkers were connected. I’m going to miss talking about Apple with people, but definitely not helping indecisive assholes try on 30 different Apple Watch bands; they can suck my balls.

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How much is “market” comp for a 5th year, general civil lit, AmLaw 200 defense firm with usual benefits (health, dental, 401k match up to 6%). I’m LA based. TIA

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Informatica openings any?
9+ experience

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Favourite Super Bowl spot?

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Hi Fishes,

I come across many job descriptions for roles in corporate communications preferring experience in digital marketing. As a marcom person, I feel we should know how to use the digital platforms effectively rather than literally sit and work on the campaign tools. Please let me know if I am mislead.

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Is anyone hearing chatter in banks/FIs about recessionary job cuts or hiring freezes yet?

likehelpful

I recently joined TW some months back and I dont know why I think have made a wrong choice for myself. I am feeling like I am lost. I am not able to fit in in this high expectations environment. I am used to working in a place where we always worked by taking help from others and here it is sort of assumed that we would be knowing everything right from day 1. Also there is no pairing in my project. Any suggestions on what should be done would be welcome.

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I will resign in coming few days. I want my notice period to be reduced from 60 day to say 30days. I am not occupied in client project currently. My question is to whom should I talk to get my notice period reduced? What is the process?

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Please help! I’m a CRC who manages Investigator- led clinical research projects and I want to transition to a PM role in industry (I would slightly prefer not a PM role in clinical trials since I don’t have clinical trial experience.) I’ve applied to PM roles at many biotech companies (e.g. Charles River, ICON, Paraxel) but only got 1 interview which didn’t work out. Which companies should I look to for an entry level PM role? Any good startups to consider? Anyone have any insight or advice?

If you didn't go to college, how did you learn what you know now in marketing?

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Hi shark please help me I have 2 offers EY 22+2(variable) location Bangalore;
Wns 23+4.6(variable) location Gurgaon. , which one to choose ?

Hey folks, I’m about a year into my new SE career and looking to continue to invest in professional skills. I’ve obviously been thrown into the fire learning the sales side of things, but what areas (technical skills, certs, books, etc.) you all would recommend I look to invest in? I’ve been looking at some beginner coding boot camps and scrum product owner certs, but interested in what you all have done to further advance your career

like
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