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?

Looking to make a change from Canada (Toronto) to Dubai. Any thoughts or Big4 Cloud Consulting roles in the ME? Deloitte is generally the global leader. Any thoughts on Digital/Cloud Transformation in MENA?

I’m a new CSM (9 months) and I work at a company that doesn’t invest much in its CSM team. I’ve been struggling because as time goes on I feel more and more like a token hire. We have no play book/structure, no CSM tool and I’m current organizing all 95 of my clients on spreadsheets while also handling presales trials with a salary under 50k.

Long story short: I’m searching for mentorship or to be pointed in the direction of a good course so I can help the clients I do have while I’m here

Just got introduced to this Telegram channel with some 80k folks fighting for visa slots in US consulates mainly in India. Things USCIS make us do. This can’t stoop any lower. What a terrible way of treating people.

How long do you let your wine decant before drinking/serving?

What is the benefit of investing in mutual funds such as VTSAX over a similar ETF other than reoccurring investments that allow you to set it and forget it? Is that why people choose them?

Anyone has a good financial advisor they’d recommend?

Moving to Charlotte in the fall and will be in Charlotte in a couple of weeks to look at apartments. Any recommendations for buildings in the South End or NODA? Looking for a large (1,300+ sqft) two or three bedroom apartment.

At 29 weeks. What are the things to start doing now? Feeling a bit anxious about the closing D date. How can I be better prepared. Have already signed up for birthing classes in Sept and am doing prenatal exercises.

First year (ug level hire) and got email from apple recruiter. Would love to exit to FAANG but not sure I'm ready to leave BCG in my first year but maybe after 2-4. What is best practice?

Anyone working on Digital Front Door strategy? I'm building this out for my practice right now. Would love to connect.

Vaccinated and going to Chicago for a graduation. What is the bar situation right now? Possible to walk in or are reservations necessary? And any bar recs are appreciated (staying near Gold Coast).

What industry companies ( health plan or providers) pay well and has a good wlb?

Hi Fishes, I am a lateral joinee in tcs. Can someone tell me what is the buyout amount for notice period. Is it the entire salary or basic pay?

Moving to London in September - looking for a place to live! Any recommendations on neighborhoods?

What is EBA IN Bosch?

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?

How big is your RP book? Do you consider yourself a specialist?

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

Are u allowed to be an insurance agent while at PwC

So are there any members of this thread that manage retirement plans?

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

Which firms do good actuarial work for cash balance plans?

I am potentially able to get in front of 4-5 of the “right people” to potentially take over some 401k plans. I have never ventured into this area. Any suggestions on where to start for...continued

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

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

recently hit the one year mark with my company and wanted to see about negotiating a raise, was curious to see what other people were getting paid for a similar role. I handle inbound calls for 401Ks and Pensions, processing transactions and investment changes. Currently at $60K a year. What are people making at other places working something like this?

How do you get appointments with plan sponsors? They are hard to get in contact with and then 401(k) seems so low on their priority list or they "are happy with" (don't know about) their plan.

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 ?

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.

I currently use adp platform, reach out to me. Bill 6314129500

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

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?

How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

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