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

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Need 11 likes for dms.. please like me post

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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?

15/10/22: I will be back by next yr so won't b much active on fishbowl. CYA🤧. Take care of both the memes bowl.
Sayonara!

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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.

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Can you practice for leetcode without knowing how to code?

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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.

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How much Tax Analyst earn in EY?

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Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

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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.

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

Are u allowed to be an insurance agent while at PwC

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

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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.

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Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
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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?

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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.

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

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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!

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