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

Can anyone share what are the usual components of a flexi benefits basket and to what max amount can you utilise them.
Eg. Communication fuel etc

like

37 / 13 years / 215K / PDX

like

I have got an offer from S&P Global I want to know about following things

How much of Variable Pay is Paid ?? I got 15% of Base salary but how much will be paid like the usual norm i want to know

And what are the deductions from Base salary apart from PF ?
There are lot of allowances like internet reimbursement etc etc
Are they mandatorily credited or you need to claim ?

This reminds me of all the Chads and Brads Crypto Bros. 😂🙄

Post Photo
likefunny

Anyone US persons with Dual Citizenship who invest in the markets back home? I am wondering if it’s worth it to open an account next time I return, what are tax implications? I know we can get that global exposure through ETFs etc, but not sure that’s what I’m looking for. I also know US markets tend to do better, but does anyone else feel US innovation/ ideas tends to lag behind other countries? What are your thoughts? Am I being too extra on a Tuesday night?

like

Need help: I got an in house counsel offer for a venture fund. I’m a 4th year. 275 50 bonus 50 options every year. Full benefits covered work anywhere. I’m panicking this is dead end and I’ll never move on and I should stay in biglaw. Am I crazy? Am I stuck in biglaw mindset?

like

Fish friends. I live in Kansas but am starting a new remote job working with a company North Carolina. Are there any tax experts out there who know how to not get screwed by how I manage my taxes with this new job?

like

I’m a junior and I have the opportunity to join the employment and benefits group as a specialist. The alternative is VC/M&A.

I’m under the impression that joining the EB group will still give me decent exit ops, has more manageable workflow (less unexpected dumpster fires like in deal-work), and a somewhat better WLB because of my previous point.

Any disagreement/any other things I should consider before deciding?

like

I applied for a job and received an offer from my client. 15k+ bump in salary, better benefits/remote work, and responsibilities will give me exposure to all areas of the organization (start up). The problem is that they’re looking to staff me as a Senior when I’m currently a Manager at DT. They said they’re flexible on title, but curious to hear how others have navigated similar situations. I would report directly to the controller and have 1-2 staff reporting to me...

like

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

like

Anyone feel a 6 month safety net isn’t adequate enough for the recession we’re going through? I just fully funded my 6 month goal and need to figure out how much I contribute to 401k

likefunny

This is a little embarrassing… I don’t know anything about investing. I come from a low income / immigrant background and never received financial education. Just recently learned the difference between an TR and Roth IRA 😓 I have started to contribute $$ in my 401K. I am 27 and only have like $15K in my Vanguard account feel like I am so behind. Can someone recommend good resource/advise to learn the basics?

like

Hey Guys,
How is HCL DRYice (product division)
Are there any extra benefits of joining it, in comparison to HCL Technologies?

like
like

Anyone in Kearney’s healthcare practice open to chatting?

like

Are my crypto profits taxed?

Well yes. Crypto is taxed like stocks & other types of property. When you sell for a profit, you are required to pay tax on the gains. It’s called capital gains tax.

like

Anyone willing to share thoughts on National tax- unclaimed property at EY?

Received an offer from EY but didn’t find enough information to get to know about it.

like

What are the best ways of tax exemption

like

I’m working at an insurance defense firm, trying to target my practice to L&E. I’m overworked and underpaid, but gaining valuable experience I hope to pivot toward an eventual in-house counsel position. I recently was offered an opportunity to lateral to a national firm for a significant pay increase (150% salary increase, much better benefits, hybrid WFH options). Problem-I would be shifting gears to Toxic Tort. I’m torn between my passion and the money. I’m a second year associate. WWYD?

like

Seeing it firsthand. Book net income: $5,000. PPP Loan forgiveness: $1,500,000. Owners distributions: $1,500,000.

likefunny

More Posts

Does your practice rely on outsourced teams?

general question, about how long after submitting an online application should one assume that they aren’t getting an interview?

like

Is there anything that we can do at the individual level to help improve the public perception of our profession?

like

A picture speaks a thousand words

Post Photo
funnylike

Starting at Accenture as a Tech Analyst in SF (entry level) soon, got out of UG 1yr ago and been in federal service since graduating w/ a Secret clearance. Things/types of projects to do or avoid?

like

Any suggestions on how to save a alcoholic spouse?

likehelpful
like

What's the salary range/bracket for IT Manager in Vodafone B'lore & Pune? TIA

Does anyone know how is tech mahindra’s telefonica client
Have offers from techm dassault ststem and cognizant.

Hi All

Awaiting offer from Tech mahindra
Client KPN Telecom
Network security

How is this project and wlb
Location Bangalore.

Please advise

like

Hi fishes,
Anyone know what is subway account in Capgemini?

like

Newish to data analytics. Have some experience in power BI, sql, and R. I wanted to get some exposure to aws and saw the AWS cloud practitioner as an available course at my job. Is this cert worth it? Or should I try one of the more advanced ones ? The data analytics one for example but wasn’t sure if it would be difficult to get through as a beginner. Will it look good on my resume?

like

Hi guys, i am new to automation.
Is it possible to automate a software (not browser automation)?

Eg. Can be suppose ms word we can go to any menu item and sub menu item etc.

like

Best agency to work for?

Need a working flatmate
Spacious 2bhk in Springfield society, Kharadi.
(Opposite to Reliance mart, less than 2km from WTC)
Brokerage 25k
Monthly rent 25.5k
Security deposit 50k
All above expenses to be divided by 2.

like

I need a roommate..
Location- Megapolis, Hinjawadi phase 3, near to TCS Gate-1.
Feel free to DM
Rent - 25K
Deposit- 50K
Full furnished and brokerage ..

like

Is anyone here familiar with Goldman Sachs interview process ?

like

My total experience is 6.5 years and my current ctc is 10.6 Lakh and i work in servicenow domain. I have got h1b but stamping is in october. Should I wait until then or is it better to switch. Please provide your valuable suggestions.

like
like

Has anybody got an offer from EPAM poland recently or is working there? Just wanted to know the work culture and what is the notice period what are growth aspects and work life balance

like

Additional Posts in Financial Advisors

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

like

At which point in your career did you stop being really nervous leading/presenting at important meetings or does it never go away...

like

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

like

Anyone knows about the base for chase PCA?

like

How do you feel right now 1-10? Why?

What is one thing you wish your friends and family understood about your job?

like

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

like

Anyone who said no to a prospect because of personal reasons? Going through a rough patch and would really appreciate some advise on how to do it without burning (that many) bridges.

like

What are your strengths/weaknesses? Such an overplayed interview question that no one really answers truthfully -- now is your chance!

like

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

likefunny

How are you celebrating 4th of July?

like

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

like

Is cold calling still a thing?

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

like

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

like

Need tips & encouragement for how you have gotten out of a slump in the past. I am 3.5 yrs in and have seen my practice growing (some quarters better than others ), but Q219 has been really tough.

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

like

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

like

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal