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...

Baby due end of Jan and wife taking full maternity leave (12 wks) and then back to work. Considering taking paternity (16 wks) after that. How and when do I tell my various teams and file paperwork?

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.

I have $20k student loans and have been paying $1k per month throughout pandemic to lower the balance. Would you continue to do this? I could pay them off, stop payments in hope of debt relief or keep up with current strategy. TIA

which is better EY India or EY GDS ? Want to know in terms of hike , variable bonus, perks and benefits. Not bothered about client exposure and all.

Does anyone carry a driving iron? If so how do you find it?

Thinking of dropping the $ to buy a Titleist U500 2-iron... 10 handicap and wondering if I'll be able to actually hit it solid. I see my scratch/plus handicap friends hitting bullets with theirs

How do you guys set up your 401K accounts ? Since a lot of vanguard funds have bonds and I’ve heard bonds are haram to invest in? Would like opinions

Will Amex restricting guess access for Centurion Lounge actually make any difference?

I can see short term changes but the way Amex has been aggressively marketing Platinum card, we just will have overcrowding of primary card holders 🤷🏻‍♂️

What's next, everyone has to spend min. 50k a year to get Centurion lounge access or pay per visit.

I have the opportunity to buy a new build in ATX for 310k at 5.625% 30 year. Should I buy it? I can either:
1) rent it out
2) sell it

It's not my primary and I don't need it to live in. The news about a housing market crash is worrying me. Any advice?

I have a 401k and money in index funds, what would be the benefits of also having a Roth IRA?

2017 Lexus IS 200t F Sport for 32k plus taxes...? (33k miles) Yay or Nay?

Starting apartment hunting in NYC soon. Any tips and recommendations for studios & 1 bedrooms in the city in terms of price range, ROI, neighborhood, down payment, best time to invest etc.

i’m at work literally stressed about $3.5k (spread across there states) and this is why i can’t stand state taxation.

how you gonna shut down a business license over $100?!

Where to park emergency funds? Currently using BMO savings account with practically no interest. I also heard wealthsimple cash has better rates?

Does anyone else think we should start investing in more light rail systems to cover some of the distribution problems we're having? I think it might be a good idea. Anyone have any thoughts about this?

Hey Folks ,

Can you help me understand the PF deductions in Coforge CTC, Is it just the employers contribution ? And employees share will be deducted from Gross Monthly Salary?
Also about LTA , Can i opt out of it and get it as taxable amount?

Thanks in Advance 🙂

Everyone says Geico car insurance is cheap . However for me it is most expensive. I went for Allstate/State farm which were cheaper than Geico. Am I missing something?

Happy 2017 everyone!! How's everyone feeling?

I’m five years into this game and I still get panicky before client calls... All calls, really. How do I get over this?

Ya’ll take ya vitamins today?

Hey All, I'm new to SD. What are some of the top things I should check out, do, or see? I'm open to anything

Welcome!!!
For more specific updates on the Deloitte USI - Chennai

Tech companies who have gone remote since the pandemic: do you get a stipend for home internet or a mobile hot spot for when your home internet goes out? Some of my employees are having issues that directly impact their ability to join customer calls, but my company’s IT department doesn’t offer any support. Wondering if that’s still the norm.

How do you predict the Chinese markets will react to the Evergrande news when they open? (their markets are closed until then)

Who can do a referral into Deloitte US? Please DM me and we can discuss

I’ve been working at a rather prestigious midsized firm in a big city for almost a year and a half now. I have been having a lot of trouble picking up work from senior partners. We are required to bill at least 150 hours per month to meet our requirement. My months are typically only 110-130 hours. It seems like the senior partners already have their “go to” associate for things. Does anyone have any suggestions on how i can increase my workload? I reach out for work pretty much weekly.

Hi Fishes,

I have applied to one of the roles about 10 days back and I didn't recieve any calls regarding my screening or interview.

Can someone tell me how many days does it take for the initial screening to happen after applying.

Also, how much time will it take for all the process to happen ( screening + interview + final discussion).

Thanks in advance

Does anyone else worry about their big 4 career for not being the most apt at small talk. I'm worried I'm not the most memorable member of my team for my clients and what it would mean going forward.

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Currently have Series 24, 7, 63,65

Currently work in a very unique Wealth Management ops role.

Getting paid 85k base with 40k in bonus plus about 35k~ in OT.

Money isn’t everything but in my late 20s it feels like the only thing important right now.

WLB is next to zero as 60hr weeks are the minimum as of late. Management feels like they are trying to push a few of us out. Was told not to expect much come year end for comp. Any suggestions on finding a new role/pay expectations?

I have received offer from DXC , can you please provide feedback on this company's working env...

I got admitted to hospital since I was unwell. How can I apply for cashless medical claims as I downloaded one form from general medical insurance plan. Can someone suggest me

Hi all,

I am serving my notice period, I want to get released from the project. Is it possible to get released when serving notice period?

Workday experts, how is work culture in Deloitte/IBM? Which one would b better IBM or D, considering wlb and onsite

For those who cold call on 401k plans, what is your approach?

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

What is the future value proposition of the 401k Advisor in your opinion?

I am potentially able to get in front of 4-5 of the “right people” to potentially take over some 401k plans. I have never ventured into this area. Any suggestions on where to start for...continued

How big is your RP book? Do you consider yourself a specialist?

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

No pitch, just some research for a client of mine.

Aside from referrals, what is your biggest source of leads?

Facebook?
Google?
Physical Mailers?
Radio ads?
Your own radio program?
Something else?

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

Has anyone used the Warton Group to purchase 401k leads? How was your experience?

Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

So... how can I become more involved with MEPs?

Is anyone familiar with Wharton Group in Florida? Is this a scam?

Are u allowed to be an insurance agent while at PwC

Which firms do good actuarial work for cash balance plans?

What’s your tax strategy to minimize self employment taxes?

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

With interest rates rising, I Bonds are back in the discussion. Thoughts?

What are you doing to ensure profitability for small plans with limited comp?