Is anyone familiar with Wharton Group in Florida? Is this a scam?

FAANG PMTs salaries?
Looking to hear about PMT/ Sr. PMT / Principal PMT Salaries

Peter Dinklage breathed fire for Doritos. Targaryen confirmed

Need help with a formula. I’m downloading bank statements to excel and I’m trying to do a lookup so it fills in the category based on the bank description. The problem is I’m trying to use the entire bank description as my lookup value, but the table array I’m searching only has the first part of the descriptions (because the last parts are all different bank ref numbers). How can I do this?

My company is looking for a new CFO (my would be boss) and I may have an opportunity to interview him/her. What questions should I ask ?

@Bain folks - What is the salary for Associate Consultant (Experienced Hire) after the recent hike. Is it same as AC (Graduate hire)?

Serious billing question - if during the course of the day, you first receive an email from Client A at say 11:10am and you read it, you then respond to it at 12:20pm. You get another email at 2pm from Client A and respond immediately. The next email comes in at 4pm, you read it and respond only at 4:30pm. None of the email responses take more than 3-5mins. You are working on matters for other clients at all other times during the day. How much are you billing for Client A?

Ugh Libby's family is just as toxic as Andrei!

I had someone from school flame and unfriend me on Facebook because I said jobs are the best way to help someone go from low income to self-sufficient. And this was after I had her child in school and was told I was a great teacher.

Data dog associate salary + bonus/equity? Nyc based

Anyone working on worldbank projects on tech sap

How is tech Mahindra in terms of WLB, job security, work culture and appraisal.
Tech - SAP
YOE - 9

How many days E&Y takes in general to release offer? My last discussion with the HR was on 06th Oct, no further communication or discussion initiated for negotiation.

What % of your gross income do you all put into savings?? I have my 401k at 6% (or whatever the min to match is) and then immediate put about 20% straight to savings. Young, but worried for future!

Do you think it is quite possible to get fired by asking too many questions as an experienced senior 1? If so, i might get fired after this busy season.

Is it frowned upon to jump from big 4 to big 4? Or any firm to firm for that matter

Did anyone went to Goa or any trip before?? How was the trip? Please share experience

Ciao a tutti!

I will be visiting Milan from 15 to 17 of December. I love meeting new people, so if anyone is down for a coffee chat or a walk around the city please hmu! :)

When you have a client with little to no name recognition, what are your best tips (besides a good pitch/story) for getting on reporters’ radars?

Where do you need the most support in your RP practice?

Which firms do good actuarial work for cash balance plans?

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?

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

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

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

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

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

Are u allowed to be an insurance agent while at PwC

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

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?

What databases is everybody using to lookup current plans and are you successful with this database taking over existing plans?

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.

What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

What is the future value proposition of the 401k Advisor in your opinion?

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.

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!

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

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