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For those tech consulting folks, what is the best EPM or FP&A system objectively speaking if your firm is not technology agnostic?
Mainly catalyst for change is overall time savings from my experience (ie, accuracy, central source of truth, agility on scenario planning).
What are other key intangible measures that you’ve seen where benefit outweigh hard costs?
https://questoraclecommunity.org/learn/blogs/oracle-epm-cloud-named-a-leader-in-two-gartner-magic-quadrants/amp/
Any recs for CIPM study books?
What are the best Sales books y’all read?
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Why not roll it over to an IRA with a broker? Lower fees and more investing options.
Chief
Log into your 401k provider
You don’t need your account number. Just get a check mailed to you from old one then mail to benefits express
Call benefits express and they can walk you through the process. There’s a form you have to fill out and then your previous provider can mail the check to our 401k servicer/bank.
Just talked to Benefits Express about this! After filling out the form, the account number needed from PwC is your employee number (can be found in Workday) and the 401k account is called “PwC 401k Savings Plan”. Hope that helps!