{ "media_type": "text", "post_content": "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", "post_id": "5e30311d956a8c002b6e39e7", "reply_count": 7, "vote_count": 2, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors" }

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
Posting as :
works at
You are currently posting as works at

I received that email from them yesterday. I assume everyone with Jones did, I was wondering the same thing.

like

Don’t do it. Gone on a few meetings, the plan sponsor had no idea why we were there. Wharton sold them the meeting under false pretenses/pressured them into it.

like

I hate scammers. Thanks for the insight.

Curious if anyone has had any success with them. 2/2.

Just do their job. Find the plan sponsors and close the deal.

Related Posts

Partners, what would be a typical monthly pension check be for MBB / Big 4? All firms welcome.

likefunny

Hey I am a Software Engineer with a experience of around 3 years. I am looking for a switch to a Data Engineer position. Any refferals would help. Referal from Rakuten , Tredence , Tiger Analytics, Lowe's , Legato , GE and other healthcare and Data Analytics will be helpful for me. Thank you

like

Just switched jobs. Old 401k has more than $5k and new 401k is with a different provider. Is there any reason whatsoever to move the old 401k cash anywhere, either to the new 401k or to an IRA? Given that it's more than $5k, it can stay there indefinitely, right? I'm fine with the investment options with my old 401k. And I can transfer it over to a new IRA or new 401k anytime, even years in the future, right? Given that no distribution will come to force the 60 day rule?

like

When you see “note: Public Sector staff are not eligible for these new benefits” at the bottom of the new parental leave policy email

Post Photo
like

Are manager health, dental, etc benefits firm paid usually? Ive always thought this to be the case, but ive never heard for sure. I know parking and cell phone is usually covered a lot of places.

funnylikehelpful

I’m 25. Not a saver. Never have been. I’m not sure why, but I dislike the idea of locking money away in a 401K. Is saving really that important? Are there non 401K options?

funnylike

How much do you guys keep in cash/checking? I have 60k in 401k/ira/investments and 45k accessible in checking. What’s your portfolio looking like?

like

ACN folk, the my voluntary benefits enrollment ID is what? I've never made one for it but it keeps asking me to enter a 7-character ID

like

When moving companies, is it better to rollover to your new employer’s 401K or personal IRA?

like

New to this so any guidance is appreciated. Currently have my Roth 401k, Roth IRA, and HSA all through fidelity. 401k is invested my target retirement year fund. Both ira and hsa are fully in FXAIX, Fidelity’s 500 index fund. Is this fine? Obviously I know investing and saving is good but still learning the ins and outs

like

Started my first job out of undergrad: base salary 105k. Grew up extremely privileged and have no debts of my own, but also no money of my own and I am completely financially illiterate. Any kind souls willing to help guide me on what I should be doing with all this money now? My company offers a 3% 401k match which I am maxing. Right now I’ve got a fat lump sum just sitting and wasting in savings.

like

Deloitte moms, I need your guidance. For some reason, someone (not sure which team) has marked my maternity leave (LOA) starting next week on DTE and I can’t update it to show PTO. I have repeatedly told the Leaves team and MetLife that I’m not starting LOA until the baby comes (due date 10/31, no baby yet). Whom do I contact to fix the DTE issue? If this happened to you, what did you do?

like

W+K and other top agencies: what are your maternity leave policies?

like

Say I go into fidelity and put 401k contribution at 100%. Will it just stop my contribution at my max for the year? Assume I’ve already put in 5k

like

Oh, I could retire now. I’d just have to die in five years.

likefunnyhelpful

For folks who worked/lived in a foreign country, why did you leave your country? What are the benefits of working globally career-wise? Would you recommend doing it to a consultant at the early stage of his/her career?

like

Looking for a NYC/NJ non profit to be on the board for. Interests include healthcare, education and supporting female entrepreneurs. Though I’d see if anyone has any advice on finding this role

like

Hiring a NYC based ACD copywriter specializing in emerging tech. Lots of exciting AR / VR / video projects to work on. Healthcare experience preferred. Please DM your portfolio to be considered.

likesmart

If I book a Marriott hotel with my Chase points (thru Chase portal), do I still get my Platinum benefits (eg free breakfast, points/elite nights, upgrade)? The rates on Chase are much better for me!

I left my former employer in Q4 2019 but didn’t rollover my Roth 401k prior to the crash, so I’ve left it there this whole time and it’s rebuilt nicely (not back to where it was, but closer)...cont

like

Additional Posts

I'm in Notice Period ... In UAN my father name is wrong how much time it will take to correct the name ..it will be done within 1-2 months?

like

The good: middle seat open. The bad: there’s a kid behind me kicking my chair. The ugly: it *reeks* of BO on the plane. All in all this is probably one of my better flights. 🤷‍♀️

like

Any robo-advisors (or other places you’d recommend) where we’re allowed to park $? Found out that I have $ just sitting in my Vanguard brokerage account that hasn’t been traded & will need to decide myself which funds to invest this $ — don’t have the expertise or time to do this Note: There are limitations for us at Big 4, since we’re audit firms

like

Hey Fellow Job Board Fish, Your bowl leader here. I am looking to create a discussion panel / zoom event for this group and would love to hear your input. What topics would you like to discuss? What questions do you have? Who would you like to chat with (I.e. recruiters, creative leaders, etc.)? Let me know in the comments. Thanks!

like

Is MBA worth it? Worth it as in taking out loans, losing two years of salary? Also, whats a typical salary post MBA?

likefunny

Negotiating a promotion and raise from Sr Manager to Assoc Director. How much should I ask for? Low 100s?

like

Partners, what would be a typical monthly pension check be for MBB / Big 4? All firms welcome.

likefunny

What is an average fixed compensation for L9 at Accenture. Please reply as i have a salary discussion in a day or 2.

like

Am interviewing at small to midsize accounting firms. I have passed my first trimester and am receiving positive responses from my interviewers. At what stage, if any, do I inform potential employers of my pregnancy?

like

Which MBB pays the best at all levels?

likefunny

Bonus 2020

Post Photo
likefunny

Hey I am a Software Engineer with a experience of around 3 years. I am looking for a switch to a Data Engineer position. Any refferals would help. Referal from Rakuten , Tredence , Tiger Analytics, Lowe's , Legato , GE and other healthcare and Data Analytics will be helpful for me. Thank you

like
like

Anyone have mandatory PTO during the holidays? Our leadership is making us use PTO days if we don't have billable work between Xmas & NYE. I don't even celebrate Xmas, kind of annoyed

like

Working remote this week and can't just sign off at 3:30 on a Thursday. Such a disappointment 😩😩😩

like

In professional services companies, who has control over the salary range they offer for specific positions? Is it the hiring manager or HR? How much wiggle room does recruiter have?

like

Deloitte 🐠 - when doing a travel fitness subsidy, do you expense to your client or GAA? I’ve heard different responses so I’m not sure..

like

Should I stay till February until bonus is paid, and then leave for another firm? Am I entitled to the bonus (if there is one) for ht work I have done this year?

like

Just switched jobs. Old 401k has more than $5k and new 401k is with a different provider. Is there any reason whatsoever to move the old 401k cash anywhere, either to the new 401k or to an IRA? Given that it's more than $5k, it can stay there indefinitely, right? I'm fine with the investment options with my old 401k. And I can transfer it over to a new IRA or new 401k anytime, even years in the future, right? Given that no distribution will come to force the 60 day rule?

like

Do you think gender ratios in this industry would change if HR / talent departments were more 50:50, than 99:1 or so?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
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

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal