Is anyone aware of a good TPA that works with pooled 401k plans? Have a prospect that is interested in making a change to their current participant directed plan.

Hi Fellow Producers. Thinking of going freelance and making myself available in LA, PDX and NYC. Does anyone know a fair and good daily rate for a Freelance Senior Content Producer in each city?

I’m an early startup having raised a bit of money from family and friends to help grow my business. Time is moving fast and I’m potties I won’t hit my targets and being the return back to those who invested.
Once I have used the money that’s been invested there’s no way of seeing it again and still bringing the return quick enough.

The numbers still show it’s possible, I still believe in the concept and I’m still growing, I think I just have some imposter syndrome.

Any advice?

Hey Folks ,

Can you help me understand the PF deductions in Coforge CTC, Is it just the employers contribution ? And employees share will be deducted from Gross Monthly Salary?
Also about LTA , Can i opt out of it and get it as taxable amount?

Thanks in Advance 🙂

What are the benefits working at Wells Fargo. Are Sodexo, Transportion and internet reimbursement available similar to JP Morgan?

Is it possible to be a “silent” investor (party A) with a friend who’s an accredited investor (party B)investing in a company? So if B is investing $50k in a company, and A wants to give B $25k of that investment, is this possible with an agreement between A and B, where they’re responsible for their own portion of taxes?

Dave Ramsey video about bitcoin came up on my feed. The guy called bitcoin a gambling slot machine and denounced it as an immature investment. Buddy is proud of his 3% yoy dividend returns lmao

Hi Fishes,

If anyone is looking to buy Life/Health insurance product please connect, we can avail good deals and discounts.

Hi fishes,
I just got an offer from a startup in India putting my total comp to 40LPA(incl. vested stocks work 8kUSD and I also have an offer from a big 4 in the London for 65250GBP + benefits.

Any thoughts on comparing the two options?

Any administrative assistants currently working at Molina healthcare right now??
I have questions…

Looking to buy a home in 1-1.5 years. What are some good neighborhoods inside the beltway for 500-650k range?

Anyone hiring in PHX looking to leave BCG and start a new role next year.

My firm doesn’t match my 401k — still worth opting in?

anyone else feels stuck at current job, but not able to apply due to upcoming paid maternity leave benefits that you don't want to miss out on? currently still in first trimester !

Looking to work as a Tech/IT Risk Consultant in San Francisco. Does anyone know of any good recruiters I can get in touch with? Thanks!

Hello Fishes, I’m trying to validate the Business model through market survey. The business is a kind of agri investment model where one can get an ROI of above 8% annually. Please share your thought process on form generations, target audience, Channels like Linked In , paid promotion etc.,

Recs for LA & San Fran??

Roth vs Traditional 401k, thoughts?

Parents- how much are you saving for your kids? Married mid 30s and family income is around 200k. We both max employer 401k. Have around 30k debt. Lcol and low mortgage. Would you pay off debt- or focus on kids savings? Oldest kid is 7 years out from college and will have some VA benefits.

Partners, what is your magic number (in terms of dollars in the bank), after which you intend to retire?

Looking to pivot into healthcare consulting. I come from a MHA background with a two year Administrative Fellowship following it. Any experience breaking into one of the top consulting firms with this type of background?

Is it worth it to go back to school for a better track to a FAANG company? The division I’m currently in seems like there are no good opportunities, and I have the funds available to finish my undergraduate full time (Canada). I applied to Amazon before for a highly senior position and made it to final interview so I think I would have a better chance for a new grad type role.

Is AlixPartners healthcare or Alvarez & Marsal HIG recruiting now?

How is celsior technologies aka pyramid consulting Inc i got offer today 20 lpa. Can anyone please provide details if you know about this company Tata Consultancy Infosys Mindtree Wipro Pyramid consulting Cognizant HCL Technologies

how is work culture in Encora ?

I am an AM in Assurance (moved from audit 6m ago) and I am looking for an opportunity- currently i need money but WLB is also a very important factor! I love challenging and non monotonous work. Any suggestions?

IBM wants to retain me, manager told me told withdrawal the paper. But still didn't get the revised offer/promotion letter? So before withdrawal will not get yhe letter from ibm?

What is Bain’s I&D group like?

Please help me in choosing which one to join for 5 yrs mainframe exp guy in terms of job security and WLB -
Current location Noida
NTT data - 15LPA noida (band 8)
TCS - 13 LPA kolkata (IT analyst band c)
Legato - 16 LPA Banglore (SSE)
Wipro - 14.5 LPA noisa (SSE)

please suggest!!!!!

Hello guys, I just had a question,
Is it only me who straight out after joining as a fresher had been put on a hot pan of engagements here and there within one month of joining?

I have one month left to finish my thesis. I know, I’ve screwed up. Anxiety got the best of me. Is there still hope?

Here’s a cheerful one to end your week:

Was told last week my freelance gig was ending today.

Contacted my network of gatekeepers and one wrote to me on Sunday.

(Contd)

Could someone please comment on first year EM salary at McK? Both base + bonus? I have an offer and wondering if it is at the level of those hired to EM from within.

Can I do a mother of bride dress appointment the same time after my bride fitting? It'll just be my mom coming to the appointment. Or should I do hers right after I finish my appointment?

What has been the shadiest thing someone has done to you at work?

My brother is a college student in Minnesota looking for a summer internship in our field. Is anyone here hiring or know of someone who may be willing to provide that opportunity?

Looking for recommendations of any good non-finance books to pass some of the downtime at home

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

My team(over $2mm in revenue and $250mm in AUM) is exploring the RIA space. Any insights from similar former wirehouse teams who have already made the move, or teams considering going RIA? Many thanks

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

How do you feel right now 1-10? Why?

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

How many hours in one day puts you over the edge of not being able to be productive anymore?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

Does anyone think there is long-term viability in Cryptos?

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?