Financial Advisors

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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Posting as :
works at

They are my BD, so I can probably dig up whatever you’re looking for. Anything specific I can help you find?

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What kind of investment options are available within the plan? Do they offer MF & ETF’s? Do they offer any type of digital retirement guidance?

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At 401k ‘education’ meetings, presenters can only provide general education and guidance, not advice. That goes for FAs, too, since the plan sponsor is the client, not the participant, and the result of any advice legally falls on the plan sponsor. The only way participant advice can be given is under separate provision in your written agreements with the plan sponsor. Then, it’s typically only the FA that provides advice, not the recordkeeper’s education presenters. The FA would have to fulfill all suitability requirements just as if the participant was an individual client.

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it's solid. t Rowe had a great one for startups too.

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Related Posts

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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Those who are in H1 or student visa or immigrants Is it worth putting your money in 401K ?

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I just found out how truly bad my agency’s maternity leave policy is. I’ve been here about a year and don’t feel comfortable bringing it to management. How did you guys cope with bad maternity leave?

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What should I recommend to my parents (less than five years to retirement) on what they should do with their 401k?

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Any thoughts on term life vs whole life insurance? I’m in my late 30s, have good savings in 401k, personal IRA and brokerage, 529 plans for two kids, 50 % of mortgage paid. I want coverage for family

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Got an invite from Amex to upgrade my gold to a platinum card. The benefits seem solid but I already have CSR. Thoughts?

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What health insurance bkd has? Any 401k match?

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When a recruiter calls asking really stupid questions(if EY offer any health insurance, are you full time, assume I am not happy at work,) can I just hang up, really upsetting and stupid.

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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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All my investing has been through my 401k by just increasing the contribution but think I should be putting into Roth IRA for tax reasons. Anyone have recommendations on how to start?

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What are the benefits of Uber VIP?

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Does EY offer back door 401k contributions?

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Average 401K balance , Total Years (in Consulting +Industry ) and Metro Area ??? {175K/8/DFW}

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Can anyone share thoughts on increasing your 401k contribution before your bonus hits your bank account for tax benefits? What are the actual implications/strategies around this?

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Can someone give me info on RSM benefits?

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Who offers best healthcare benefits ?

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What happens when you take a loan out agains your 401k and you leave or get laid off before the loan is paid back in full?

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What percentages should you contribute for before-tax and Roth 401k? How much does ACN match up to?

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I’m thinking about rejoining Accenture just from the working parent benefits. Has anybody leveraged their back up dependent care program? How does it work?

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Benefits of wearing masks: 1) Reduce spread of Covid and save lives 2) By reducing spread, we can open up the economy sooner and get people back to work. Note: we didn’t wear masks during the flu season because Covid is 10x deadlier. Any questions?

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Additional Posts

International 🐠- I’m considering an EB-5 visa instead of going the H-1B route, as it seems like people have difficulty not only getting the H-1B but also working/ moving firms on it. Thoughts on EB-5?

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Has anyone applied for a job and put a cert in on their resume, even if your a week or two away from taking a training session on it? Not PMP but more Agile focused cert. How did you list it?

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If you are hiring for an international job, how do you determine the correct job and corporate title for the employee?

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I feel like I’m getting screwed over salary a whole lot. I’m at the point where I may jump ship

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How do exits for an MBB manager differ from those of a manager at a top life sciences boutique (think Clearview, etc.)?

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Post MBA hires in Consulting: how the heck did are you managing your family life while working this lifestyle? I’m 23 and it’s ok but can’t imagine this post 29

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I have about 80k SPG points should I try to use before aug? Is it still about 2.5c per point the value still?

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Favorite travel gadgets/present ideas for the traveling consultant?

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Anyone at Nerdwallet willing to give a referral?

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Do I have to go through an agency to find families looking for a baby to adopt? Or is there a website I can visit to look a family profiles? Looking at all my options as soon as possible.

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Any good advice when dealing with nausea? Benn feeling sick all day, constantly on the edge of vomiting, but can’t. Anything to drink / eat to feel better?

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Do you need partner approval to book/expense an Airbnb for alternate weekend travel?

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[Serious] Just walked into "my room" but there was a guy in there shirtless with his underwear on in the bed. Do I ask for points? First time this has happened to me.

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Footnotes for h1b1 visa change?

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Do any firms reimburse / pay for family based GC process? I would expect no (since it’s not employment based) but have heard of cases where some have - probably because it’s cheaper in the long run...

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Got <50% of my bonus after taxes ☹️

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Last time I completely shave after November, even got carded by a Delta flight attendant 😳🍻🍻

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Having some cold (not Covid symptoms), but don’t want to ask for a sick day (performance, guilty to team, falling behind on project). Question is: why feel pressure for something normal for this job?

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Current MBA candidates - what is the lowest salary you are willing to take post-grad, and include industry? Not to be and pissing contest, just wanting to see what expectations are like by industry, I’ll start:

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Anyone taken a flight recently? How was your experience? Please state airports and airline taken. Need to semi-urgently travel from NYC to Toronto.

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