Does anyone partner with any 401(k) robo-advisors like Guideline, Vestwell, Human Interest, Ubiquity, etc.? How are they compared to more established 401(k) providers? Pros/cons to any or all?

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

No, I'm not going to partner with the enemy!!

like

I’ve done about 6 plans with Vestwell in the last year. So far so good. No dedicated CRM but very efficient plan implementation. They seem to have their processes down and seem to be recruiting good talent. Time will tell if they can continue this. For me, they serve a specific demographic of a small employer who does not need customization or a dedicated CRM.

Related Posts

When and how did you know you were ready to manage a team? How did you ask for a management role?

Pros and Cons of working at Cerner?

funnylike

Has anyone sold at IQVIA? What’s comp like?

like

Fellow ACDs, how many projects are you usually on at any given time? I feel like I’m on too many to do great on any of them

like

Any 🐠 here exit to Cityblock, Oak Street, Quartet, or similar company in a BizOps, Growth, or Strategy role?

Have relevant background for these roles, and would appreciate the opportunity to connect and learn about your transition. TIA

like

Hi All, I am looking for opportunities as a GIS Architect/Lead

Skills : ESRI, GIS, AWS, Python and DevOps
YOE : 13 years

Please let me know if any available

like

Wipro 8.5LPA
TiBCO 12.5 LPA

Which one is better in terms of job security and WLB ?

like

Thoughts on the below comment for PDM?
“Other talent experience improvements are being designed given relevant tensions”

Post Photo
like

8400 take-home after maxing tax advantages accounts. I found a new construction home for $2780 monthly payment if I put 3.5% down. Monthly payment includes taxes, insurance, PMI, and HOA. I have no debt. Is this a stretch? I’ve searched Google and used online calculators. I’ve never spent more than $1600 on rent, so I’m nervous about pulling the plug.

like

Hi, was wondering if anyone has info on Investment Banking and/or buyside comp levels in copenhagen?

like

Anyone work as a Pro Se slaw Clerk? Any suggestions on standing out and getting an interview and the job?
I’ve seen some postings that say remote work is allowed and others that say nothing about it at all. Any insight on WFH?

like

Looking for a general consensus - which firm offers the best compensation & WLB? For info, 4 years experience, mostly technology /mgmt consulting within public sector and starting to think about next move.

like

For those that didn't make it thru their
MBB interviews and were told to reapply in a year, what point did you start studying again? Did you take a couple months off or still practice throughout?

like

Hello! Are there any OKTA recruiters here who I can connect with for HR jobs?

like

ZS (strategy insights & planning) or Putnam or CV?? Taking into consideration culture, long term earning potential and exit opps

like

I need 30 more likes to activate DM ... please help me out

like

Kindly recommend some self help books!

like

Hi Fishes,

Which one is better to join for DevOps profile?

BOLD Technology Systems
Fidelity International

Please share your views w.r.t these firms as well.

like

Hello All,

I have been working in Accenture as an ETL Admin from past 4 Years.
Is there any opening as such in Kolkata/Delhi location?

Thanks in advance,

Kind Regards,
Rabi

like

Job Opportunities at Indium Software

Post Photo
like

Additional Posts in Retirement Plan Advisors

Which firms do good actuarial work for cash balance plans?

How is everyone approaching educating current and potential clients on the Secure Act?

like

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

How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

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?

helpful

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

like

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

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

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

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

like
like

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

like

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

likehelpful

Are u allowed to be an insurance agent while at PwC

like

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.

like

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

like

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

like

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

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