Financial Advisors

How are you targeting 401k rollover opportunities? Where do you find them?

like
Reaction Icon Like
Arrow Icon
Posting as :
works at

Networking - people love talking about the new job they just started 😎

Reaction Icon Like
like
Arrow Icon

Related Posts

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

like
Reaction Icon Like
Arrow Icon

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 .

like
Reaction Icon Like
Arrow Icon

Just graduated UG - I’ve got $25k in my bank, no debt, and am maxing out 401K. Keeping all my money in checking can’t be optimal - though recession fears make me wary of equity. What should I do?

like
Reaction Icon Like
Arrow Icon

Can you use your retirement money to buy a house? (First time buyer) -- I have a DCPP Pension plan with my employer. (CANADA).

Reaction Icon Like
Arrow Icon

Ladies, how many bags do you bring to work every day? Do you bring one large bag with everything in it? Or several smaller ones (purse, lunchbox, computer bag, etc.)? I can see the benefits of both

Reaction Icon Like
Arrow Icon

Has anyone used a surrogate or gestational carrier? What were your firm benefits and/or support if any? How did you tell internal colleagues and clients about any leave you were taking?

like
Reaction Icon Like
Arrow Icon

im 22 and want to start saving for a house for 5-10 years down the road. I currently have a 6-mo emergency fund, contribute my company 401k match, and max out my Roth IRA. I live in a HCOL city and save about an additional $500-$1000 a month. any tips on what to do next?

like
Reaction Icon Like
Arrow Icon

New idea for a holiday: 401k day. Celebrate when you have 401k in your 401k 🎉

like
Reaction Icon Like
Arrow Icon

Can someone give me info on RSM benefits?

Reaction Icon Like
Arrow Icon

Have 3 401k and 1 ira account. Now have to consolidate all of them in vanguard. Any recommendations on how to move them Looking for options to take advantage of rollover.

like
Reaction Icon Like
Arrow Icon

EY 401k - what funds would you recommend ?

like
Reaction Icon Like
Arrow Icon

When does Deloitte add the 25% matching to your 401K account? Is it end of PY or FY?

like
Reaction Icon Like
Arrow Icon
Reaction Icon Like
Arrow Icon

What’s this new no lunch expense policy for per diem at EY? I’m new and was wondering if someone could please explain it

like
Reaction Icon Like
Arrow Icon

The 19.5k limit for 401k self contributions, is that based on pre tax (traditional) or post tax (Roth)?

like
Reaction Icon Like
Arrow Icon

I have a bachelors degree in psychology. Is there any benefits to actually getting a certification/masters degree related to HR? I feel that I am already advancing in my career in HR, but I’m not sure if not having a secondary degree will prevent a promotion at some point.

like
Reaction Icon Like
Arrow Icon

Are there any pretax investments that I can leverage beyond the $18k limit on a 401k, $3.4k on an HSA, and $5.5k in a Roth IRA? NYC has some minor transit ones, but I can't think of much else.

like
Reaction Icon Like
Arrow Icon

How did you transfer your pension out of KPMG when you quit

like
Reaction Icon Like
Arrow Icon

What are the benefits of working with a recruiter? Could they anything more than what I could do on my own if they are reaching out to a firm they haven’t worked with before?

like
Reaction Icon Like
Arrow Icon

How to ensure to receive the social security benefits post retirement if you are not a US citizen & have moved back to your home country ? I have enough social security credits to be eligible ..(cont)

Reaction Icon Like
Arrow Icon

Additional Posts

What do you think it means for the future of Public Accounting when most of the revenue the Big 4 made this year came from focusing on consulting practices over auditing? Do you see any big changes coming to our industry in the near future?

like
Reaction Icon Like
Arrow Icon

🐠- Any good home office chair recommendations in a reasonable budget? Preferably in leather finish to go with the aesthetics of the study? Thanks!

like
Reaction Icon Like
Arrow Icon

What expense have you gotten away with

like
Reaction Icon Like
Arrow Icon

At Chili's DFW - apparently the best in this terminal - and Cody is taking care of me. Me: "I'm ready to order." Cody: "LET'S ROCK AND ROLL!"

like
Reaction Icon Like
Arrow Icon

Are deal sleds business casual?

like
Reaction Icon Like
Arrow Icon

How did your boss react when you inform him or her that you were leaving your current firm in the middle of a project? How much notice period did you give?

like
Reaction Icon Like
Arrow Icon

My brother showed me a letter his gf wrote for his bday. It was so thoughtful and positive. such a pity that he has to hide this beautiful part of his life from our parents. 😓 Toxic Indian culture 😣

likefunny
Reaction Icon Like
Arrow Icon

How long do people stay in consulting post mba if goal is not partner?

like
Reaction Icon Like
Arrow Icon

My favorite project I’ve ever bern a part of is closing out at the end of the day. For this first time in many months, I don’t want to log on.

helpful
Reaction Icon Like
Arrow Icon

Brainstorming on ways to increase connectivity among teams despite the 100% remote environment we find ourselves in at the moment (virtual HH seem to be getting old). Any ideas and/or things you have implemented at your company?

like
Reaction Icon Like
Arrow Icon

Everyone at LGA is so angry and I'm over here like "I'll have another wine of glass please"

like
Reaction Icon Like
Arrow Icon

Thank goodness for Sunday night football. Makes doing expense much more endurable!

like
Reaction Icon Like
Arrow Icon

Has anyone been fired and then ended up killing it elsewhere? Kinda feel like writing a thank you note to that asshole CD who told me I️ wasn’t at the “same level” as my fellow cws

like
Reaction Icon Like
Arrow Icon

Does PwC reimburse the expenses (membership fee), exam fees and other related expenses for CIA?

Reaction Icon Like
Arrow Icon

What salary range should someone hitting the two year mark in HR expect to earn?

like
Reaction Icon Like
Arrow Icon

Just got fired for the first time Yikes Was only there 4 months What should I know? 2.5 years other experience Was at a small small shop and was told I’d be a better fit at a bigger shop.... 😔

like
Reaction Icon Like
Arrow Icon

Thoughts on working at docusign? Does comp compare to doing strategy at FAANG?

like
Reaction Icon Like
Arrow Icon

We get ~$45/day per diem when traveling. Is that low, high, or average?

like
Reaction Icon Like
Arrow Icon

Live alone and started on new project and wfh. Having nightmares abt work & stressed. Not sure if I’m performing to expectations since every1 is new. Anyone with similar experience?🥺 really anxious.

like
Reaction Icon Like
Arrow Icon

When do Marriott rollover nights post? Have anyone's posted yet?

like
Reaction Icon Like
Arrow Icon
That was just a preview…
Sign Up to see all discussions
  • Discover what’s 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 with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

OR

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.

Please enter a valid number