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

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I've always used "OTE" to describe my base + variable, but many in this bowl seem to refer only to their variable. Which is correct?

Has any firm done anything in the way of extensive EA training/networking within their NA offices via a program retreat? I'm guessing it's a hard sell, but it seems it would be beneficial. Anyone?

Lots of companies who have that ONE guy who manages the legacy system are sh!ting their pants that the 'hit by a bus' scenerio is about to go down.

Okay, Audi C7 S6 or 2017 E43 and why?

Can you practice for leetcode without knowing how to code?

Hi Guys,

I have offers from Pwc and Nagarro, difference between them is around 6 lpa on fixed, does pwc negotiate on higher offer?

Recently stopped taking Concerta (after taking it for almost 2 years at varying doses) because it started having some negative effects on my heart rate. I'm getting started on Straterra and a little nervous because I've heard so many bad stories about it. I was super tired the first day I took it and so started taking it in the evenings. Anyone have any good Straterra experiences?

Arrived at a SPG property last week and had email confirmation and booking in the app but hotel didn’t have it - manager blamed merger IT issues, anybody else experienced this recently?

Anyone flown Copa Airlines Economy? Considering booking some personal travel on it using miles and wanted to see if it’s any good

I’m hiring a global internal auditor. Will pay relo. 15% international trip will be included. Please message me if you are interested in it.

I'm hiring soon for a clinical pharmacist roles to do prior authorizations from home. It's state programs and mainly 9 to 5. What should the compensation be? It'll include 3 weeks vacation and all holidays off btw.

How much Tax Analyst earn in EY?

Any utilization review nurses working at an insurance company able to share if your company requires work on weekend/holidays? If so, what work do you do on weekend/holidays snd do you work s full day on those days?

How many consultants per capita do you have in your country and what conclusions can be drawn in correlated statistics? As per capita consultants go up, ...

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

Which firms do good actuarial work for cash balance plans?

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

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?

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?

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!

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

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

Are u allowed to be an insurance agent while at PwC

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

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.

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

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

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.

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?

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.

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

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

Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!