Secure act 2.0? Thoughts

You are currently posting as works at McKinsey & Company

Does anyone have any insight on Adobe? I’m looking to apply for a role.

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a Financial Service Professional

You are currently posting as works at Financial Service Professional

been in Financial services 4.5 years. It has been a struggle and hasn’t gotten easier Just got a job offer from the city. Feeling torn don’t know what to do. Wife wants me to take job and quit.

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a Vice President

▸ strategy/planning

You are currently posting as works at Vice President

What we really need to know is, which clients are yet to have their brand logos dissected and distanced.

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a Senior Associate

▸ Tax

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@Cloudflare - What is the maternity + parental/bonding leave like? How long, fully paid, max time one can take, etc. TIA!

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works at Deloitte

You are currently posting as works at Deloitte

Which of the FAANG companies have a better Work life balance and culture? Unhappy SM here who needs to switch cuz of the toxic work culture at D!

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works at Accenture

You are currently posting as works at Accenture

Anyone working for SAP (Product support) as client from Birlasoft ? Need to know whether it is allowed to move to SAP from Birlasoft.

1 reactions

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a Consultant

▸ strategy

You are currently posting as works at Consultant

Pro

I’m trying to break my lease. I have notified the management company of my intent to do so in writing. They are just refusing to respond and keep ignoring my follow-up emails. Do I have any recourse? Can they physically bar me from leaving?

PS: I have legal cause for being able to break the lease and I know that there is zero legal recourse they have.

4 reactions

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a Manager

▸ Technology

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Has anyone used kaiyo for selling furniture? Have a west elm couch i want to get rid off

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works at Jobber

You are currently posting as works at Jobber

Hello Fishes,

Kindly help me with your suggestions.

Please find the image.

Thanks in Advance😊

PwC Pwc AC Mindtree HCL Technologies

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a Consultant

You are currently posting as works at Consultant

Hi MD legends,
Has anyone internally trf to Monitor from another Dtt offering? I was referred to the team by the Manager in Monitor, as I want to work there instead of Data&AI.

Would you prepare for strat type/case interview questions, or do you think it may different given it’s internal?

Thanks for your input :)

Additional Posts in Retirement Plan Advisors

Anonymous User

You are currently posting as works at

Which firms do good actuarial work for cash balance plans?

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works at Alpha Squared, LLC

You are currently posting as works at Alpha Squared, LLC

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?

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works at Alpha Squared, LLC

▸ Investment & Asset Management

You are currently posting as works at Alpha Squared, LLC

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.

2 reactions

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works at PwC

▸ Financial Services

You are currently posting as works at PwC

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

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a Retirement Consultant

You are currently posting as works at Retirement Consultant

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?

2 reactions

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works at PwC

▸ Financial Services

You are currently posting as works at PwC

Are u allowed to be an insurance agent while at PwC

1 reactions

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works at Kingsview Asset Management

You are currently posting as works at Kingsview Asset Management

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

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works at Alpha Squared, LLC

The CARES Act has an effect on 401(k) Plans:

https://www.plansponsor.com/cares-act-passes-congress-including-retirement-relief/?utm_source=newsletter&utm_medium=email&utm_campaign=Newsdash

You are currently posting as works at Alpha Squared, LLC

Bowl Leader

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a Wholesaler

You are currently posting as works at Wholesaler

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

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works at Alpha Squared, LLC

You are currently posting as works at Alpha Squared, LLC

Bowl Leader

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

2 reactions

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works at Alpha Squared, LLC

You are currently posting as works at Alpha Squared, LLC

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

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works at ADP

You are currently posting as works at ADP

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

2 reactions

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works at Alpha Squared, LLC

You are currently posting as works at Alpha Squared, LLC

Bowl Leader

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

2 reactions

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a Financial Planner

▸ Financial Advisors

You are currently posting as works at Financial Planner

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

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a Senior Business Development Manager

You are currently posting as works at Senior Business Development Manager

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?

2 reactions

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works at Alpha Squared, LLC

You are currently posting as works at Alpha Squared, LLC

Bowl Leader

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

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a Wholesaler

You are currently posting as works at Wholesaler

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

2 reactions

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works at Waddell & Reed

▸ Investment & Asset Management

You are currently posting as works at Waddell & Reed

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

1 reactions

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Nian Zhen Shao

You are currently posting as works at Nian Zhen Shao

As we all know money doesn’t grow on trees, it can grow when you save and invest wisely.
Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life mostly for people who will be retired soon.You just need to know a few basics, form a plan, and be ready to stick to it. No matter h the amount of Fiat’s you have, the important thing is to educate yourself about your opportunities.Now Ask yourself what investment can I start to make good ROI .

3 reactions

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an Investment Advisor Representative