{ "media_type": "text", "post_content": "EY EY-Parthenon \nConsidering an offer at EYP. What brokerages are approved under EY’s independence policies? I currently use Schwab Intelligent Portfolio as one of my accounts. Assume that will have to go.\n\nWho is the 401k provider?", "post_id": "61e5baf475698800256f07a9", "reply_count": 6, "vote_count": 1, "bowl_id": "552d1d24dc1c586b09d2d051", "bowl_name": "Consulting", "feed_type": "crowd" }

EY EY-Parthenon Considering an offer at EYP. What brokerages are approved under EY’s independence policies? I currently use Schwab Intelligent Portfolio as one of my accounts. Assume that will have to go. Who is the 401k provider?

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

brokerages aren’t the problem, it’s the sheer number of blue chip stocks that are restricted. EY has the most stringent independence policy out of all the big accounting firms.

like

401k is through Fidelity. Most brokers provide automated broker feeds these days and all with that capability can be used. Automated investments might be a challenge given independnece restriction on what we can buy

like

Thanks all. So assume Schwab is covered under the auto feed? (For the non-robo accounts)

like

401k is through Fidelity. I had Wealthfront prior to joining and closed the account to avoid potentially being out of compliance. I'm sure there's a way to do a robo advisor but it's not worth the headache for me personally

Fidelity is the 401k servicer. Intelligent Portfolio should be fine since it’s a robo right? I use Acorns and another robo and it’s approved. If you are a stock picker I’ll say that independence is a pita.

Robo advisors are almost not doable Manager and above owing to restrictions. You'll need to manually sell most of the auto picks, following emails from independence

like

Related Posts

Best books about product management for a good exit to industry? I already have an MBA and PMP but looking for a refreshed perspective since it’s been years since my formal education. Currently reading “Product Managements Sacred Seven” but it’s geared toward the startup world. I am in healthcare and not looking for a startup role. TIA!!!

like

What is the average salary for a healthcare consultant/program analyst?

like

I’m about to graduate with a B.S. in healthcare management in the December. I plan on being a part time graduate student pursuing an MBA with a specialization in health administration. What university do you recommend I attend? I’m looking for one that is CAHME accredited, could be in Florida, Georgia, or Texas and offers a lot of scholarships. I’m also concerned about post-graduate life. How/where do I secure a well paying career right after I graduate with my degree?

like

Does Deloitte USI mention hybrid model benefits, work from home setup benefits, mobile reimbursement, internet bill, well being subsidiary in offer letter? Asking all these since none of the above have been mentioned in mine.

like

Which would you start with? A therapist / psychiatrist or a physical therapist? Struggling both physically and mentally with depression, anxiety, mental fog, weight gain, and hair loss over last six months. Ideally understand both would be ideal but wondering if a physical therapist may offer more immediate benefits. I am hesitant / nervous to turn to medications and have heard it takes a long time to find the right therapist. Therapists also don’t usually meet on the weekend…

like

Anyone willing to share experience and refer for ECG? Considering opportunities with academic healthcare or performance transformation divisions.

like

What are the best firms for parents in terms of benefits?

like

What is the role of Senior Consultant in DI(not usi) and benefits/ perks? onsite opportunities is there? Level: DM Service line: Consulting Skill: ServiceNow

What's the best offer one should expect with 13YOE at AD level , what is appraisal cycle, perks (car lease, home lease , reimbursement etc). How many levels do we have in AD? And when can I expect director position? Please help , need to negotiate in coming week. Any info would be helpful.... This is for KPMG igh

like

Looking for a new opportunity once I come out of maternity leave but not sure how hiring managers will take it. I am super interested in the crypto space and previously had an offer for senior tech recruiter from Coinbase and then they lost the headcount. Now they are hiring again but won't consider me due to my maternity leave. I have interviews with Kraken and Binance this week and not sure how to approach the "when can you start" topic. I've been with Amazon for 3.5 years.

like

Hi , What's the difference between Harman connected services and harman international? Do they differ in terms of benefits?

like

What are the general benefits offered in Honeywell ? How many paid leaves? Reimbursements? Insurance sum assured, Medical coverage etc? [9YOE, evaluating an offer]

Are Deloitte benefits good?

like

Looking to exit. Have good healthcare experience specific to claims and benefit areas. Any leads?. TIA

Does Microsoft use Vanguard for 401k or a different provider?

like

I am new to investing and looking for long-term investment ideas apart from the S&P500 which I own. Also to add are there any tax benefits in not paying off the mortgage early And use that money in investment or pay off the mortgage early and save interest money and invest later?. 💡

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!

Additional Posts

Hi! I currently work as a senior consultant but my client (a major bank) has made it clear they would be interested in hiring me full time into a product role (VP). If I want to eventually exit to a major tech company or small start up more aligned to my values (interested in health tech) but stay as a PM — is it better to exit now into this role or stay as a consultant? Anyone have any thoughts/ advice? I feel some pressure to apply, but not certain which role would be best for my career.

like

Been a consultant for almost a decade now with a tech background, but have been considering a switch to UI/UX. I've been doing lots of training/ reading and dabbling on some projects. How realistic is this? I don't have a lot of proper experience and am worried that I missed my chance (late 30s here).

like
like

Have an offer from flipkart for ui engineer 1. How is the work culture, WLB and growth here?

like

How much in hand will i get with fixed 29 I have a home loan 2L I can show in interest , and i live on rent 16k i can show and all other old regime stuff

like

What is the compensation structure and band at IQVIA London for Engagement Manager role in Consulting Services ?

Hey Fish, passed my first CFP Course Exam this morning. Feeling great but can’t share with co-workers, so please share my joy!

likeupliftinghelpful

What’s the best wifi box to order?

like

Im in my second year of being a Site Manager, in total control of all operations on site. Got my raise for the year, 5%. Everybody in the business got a raise of 5%, from the bottom to the top. Next review is due July 2023. Can’t help but feel my raise should have reflected me being one year more experienced. Im a high performer so I’m annoyed that I’m still on 2-3k per year less than my job is advertised at by recruiters. Is it worth having a moan/chat for the sake of 2-3k per annum????

like

Trying to figure out holidays with extended family. My husband and I have young kids on the east coast. His sister and her husband live on the opposite coast. We have lived in the same city as my in-laws for the last 10 years, so it always made sense for my sister-in-law to fly back here to visit. Now in-laws are in Chicago. Does it make sense to ask everyone to come to us for holidays given that we have young kids and limited vacation time? Is that fair?

like

Why is LuluLemon so pricey? Iv never tried them before but just curious if people find them very comfortable and durable

like

Any billable time tips?

like

Does anyone bring their own lunch to the office? I do on days that there's nothing scheduled during lunch but I feel like I'm the only once since RTO.

like

Will facemasks be mandatory for students and teachers at your school?

like

Our company went through an exercise of redefining product roles - from business analyst, product owner, product manager to assoc pm, pm, senior pm etc. The concept is everyone with same skills - with different competency levels. My question is - what about interest? I am energized by execution, not so much strategy. Is product management for me, or should I be looking at other career paths? Note: I am not overly ambitious, but do want to have a good salary for my retirement savings😉

like

Got an offer and I can finally leave ACN 🙌🏻🥳🥳🥳 my notice period is 4 weeks (UK), has anyone been able to negotiate a shorter period?

like

Cartier love bracelet or Van Cleef Alhambra necklace?

funny

Went on an interview on Friday and they told me verbally that they will be putting together an offer. Now, the recruiter just reached out and said that he thinks his colleague will be reaching out to me with a verbal offer. Should I run or is this normal?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
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