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

What is the interview process for EY FIDS like? Looking to do a rotation/transfer from audit and am not too sure what to expect.

Just started my first role in Tech ever as territory sales rep

Previous background all in Sales roles, most recently as a health and life insurance broker…

What can I expect , lay it on me foreal.

What is the average salary for a senior business analyst or a product owner at insurance companies?

Best stock plays right now?

Anyone from KPMG India would like to tell me the hierarchy in IT advisory. How many levels are there in analyst position ?

How is Accenture Research vs EY vs PwC vs KPMG

Every other post on this bowl:
“Should I Roth my 401k or would it be better to backdoor into an FSA retirement fund? I have a net worth of $1M btw. None inherited it’s all from two years working Door Dash in Wichita Falls.”

Hi Fishes !! I am searching opportunities in Financial Planning and Analysis role. If you can let me know or refer me ? YOE 7.5 years Thank you in advance !!

Thoughts on XRP?

Where my fellow MBA students at? Tired of only seeing ‘rate me’ posts on the MBA applicants bowl.

Other than AESC, what associations have you found to be most helpful? Experienced HR pro but new to executive search role. Thanks!

Hi Guys, Can anyone please let me know howz the M4 band in LTI and what are the responsibilities mainly.

Anyone got a direction to WFO atleast 1-2 days starting Jan? Gurgaon office.

How much does Voice Actors make?

Spacs on sale. Buy good management

Do HCL consider candidature once bgv is red. I worked in a startup but dont have proper documents so submitted documents from another company. Is there any way to get it resolved. Please suggest what can be done.

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

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?

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

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?

Are u allowed to be an insurance agent while at PwC

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

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

Which firms do good actuarial work for cash balance plans?

How do you get appointments with plan sponsors? They are hard to get in contact with and then 401(k) seems so low on their priority list or they "are happy with" (don't know about) their plan.

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?

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.

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

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?

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

I am currently working with a few 401k plans as their advisor on various platforms. If I end up going to an RIA, how do I handle this business?

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

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?

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.