Additional Posts in Retirement Plan Advisors
Love you all 💖 via @Shirien.Creates on Instagram
Hi Fishes, I joined FIS global recently. What are benefits of National pension scheme - employer contribution at FIS ? Any idea?
Also where we can use meal card?
Career wise: if you had to choose between Allstate or USAA which would you choose? It’s both for the same position of unrepresented bodily injury adjuster.
Crowe is looking for a remote Total Rewards Manager. https://jobs.crowe.com/job/16354648/total-rewards-manager-oakbrook-terrace-il/
What are you guys charging? I'm thinking the initial plan at $150 per hour so ave $300-$1500 per plan. Ongoing plan 20 basis points of the AUM. What are ya'lls thoughts and what do you charge?
How do you view yourself as a partner vs MBB partners? Personally, I start seeing differences even among PwC and S& partners. Just want to understand where you see your strengths vs weaknesses
I am a 2nd year Manager, and typically do tech enabled HR Transformation and operating model design. What roles and level should I target in industry?
I’m thinking about having a baby on my own this year. Every marriage (2) man changed his mind after vows. I’m over waiting on them! I’m 38 and work at a private law firm. Anyone here been here and done that? Joys, pains, regrets, triumphs?!
I am a new manager in corp tax and have no intention of becoming SM, at least not for another 5 years. What should I do? I am thinking about jumping to another big 4 around M3.
Had another mentor/boss tell me that he finds the practice of law not fulfilling. I'm an M&A attorney and don't find it fulfilling either. Have given up on that idea but always depressing hearing more senior lawyers admit to this. I wish I had a crystal ball and could know whether any other career would be fulfilling.
Best ventures to start that don’t require personal heavy technical knowledge? Really interested in started something, and looking for some help with idea generation.
Not necessarily looking to build a groundbreaking start up by any means just something more fulfilling than consulting to act as a side hustle.
Any insight is helpful
Without changing careers completely, what's the best way to make a lasting impact on the world?
Creative recruiters, particularly you competitive ones! You pick our brains so often- curious about yours.
What do you look for in interviews? Who’s your dream candidate? What should we do less of?
Anybody in the LA office today or any day this week? Relocated here recently and would love to meet for lunch, drinks, etc.
Expecting my second son in about a week. My first is 2.5. Would love to hear any advice or recommendations anyone has. I recently moved across the country and am missing my mom tribe.
Yar sab log jo bhi apna CTC mention karte ho.. apna exprience bhi dala karo bhai.. har comment mai ek question jaroor hota hai kee YOE kya hai.. Help hotee hai sabkee esse..
Additional Posts (overall)
The CARES Act has an effect on 401(k) Plans:
What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?
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?
Just started getting into the ESP’s have most you expanded your business solely into ESP’s or do you still meet with individual clients that are not part of your group plans also?
Does anyone have any thoughts as to how Ascensus’ massive takeover of small, local TPAs will affect the industry long term?
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?
Which recordkeepers do you think are best in the micro plan market?
- Reasonable fee
- User-friendly online portal
- Good servicing
- Allow own model creation
No pitch, just some research for a client of mine.
Aside from referrals, what is your biggest source of leads?
Your own radio program?
Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?
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?
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?
New to Fishbowl?
unlock all discussions on Fishbowl.