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

Posting as :
works at
You are currently posting as works at

B/D or plan service providers?

like

Yes

Yes

Where do you hang your retirement plan hats? Why?

We are a fee-only RIA. We work with a regional RK/TPA.

Principle has a great platform and provide a way to do fee only through an erisa fee.

Related Posts

Decide to Start this bowl after seeing 1000 post asking about ergonomic chairs. The reason your back hurts is your sitting to much.

Anyone else realizing their spouse or partner is a completely different person and not very nice or honest now you see how they are at work?

likefunny

Currently i have one year of experience, i had an offer and during the last day of my notice period management called and asked two days of time and told they will match the offer that i am currently holding i.e 8 lpa current CTC was 4lpa, I am ok if they match my offer, can you guys kindly suggest how retention works.
And what are all the things i need to take care of during this process.

like

Recent MBAs, can you share what marketing text books and themes were covered?

like

Accenture India Have you even been in a place in life where you thought, "Damn, only if I was a woman, I wouldn't have to face this situation?"

















Wipro Infosys Tata Consultancy Cognizant HCL Technologies Capgemini Accenture India IBM Dell EY PwC Deloitte KPMG Cybage Valuelabs HealthAsyst Signify Health CGI Blue Yonder Virtusa Newco

like
like

Spanx faux leather quilted leggings just arrived and I can’t wait to wear them..... to the grocery store 😑🤣

likefunny

Hey Sharks, How much I can ask for Java Solution Architect role at Adidas Germany? 11.6 YOE, Earning 40 LPA in India now.

like

Hi Friends,

Currently i have 3.5 years of experience and looking for job change can anyone refer me? Good knowledge in Incident Management and Database.

like

Does anyone here have experience with the product management boot camps in Toronto? (General assembly, brainstation)

like

Thoughts on changing your name for marriage?? I really don’t want to change my name - I feel like that is my identity, I have a career, I love my family name. My SO & I are on very different pages...

like

Multiple openings for Data and Insights functions at KPMG Global Services.

DM me for more info and to share your resumes.

Post Photo
like

Clients taking time to fulfill data requests can delay the whole project and impact profitability. Do you have any good practices regarding data requests you feel like sharing?

like

Have two offers in hand ..confused as to what to choose
About me : currently an audit senior in ey GDS with 2.5 years exp in assurance service line
A. Senior associate - PwC Sdc internal audit offering 30 percent hike from current + joining bonus 2L
B. Analyst - JPMorgan - control Management Corporate and treasury risk function - 23 percent from current

If i don't bother much on the money front, what would be the better choice career wise ?

like

Deloitte EY PwC KPMG

Dear Fishes,

I am an experienced professional with rich experience in Internal, Process Audits & SOX engagements.

In my recent job, I was working with a Big4 (Contract) as a Senior Consultant based out of India.

I am seeking bright opportunities which will help me advance in my career.

I require your help with suggestions or references for suitable openings. I am willing to relocate and can join immediately.

Thanking you in advance.

Best Regards

Is AE semi-annual sale happening? Or did they change their approach?

I'm about to give my 2 weeks. I have been with Big4 for 18 months now. My dream type company offered me a position. We are about to enter busy season, what is the best way to give notice and not feel like I'm completely screwing everyone over? Should I offer 3 weeks instead, to help transition work?

like

What is benefit of getting GC other than ability to change jobs easily? If I plan to stay here for a while and maybe go back to home country afterwards, do I not need it?

like

Laughing in billable hours

Post Photo
likefunny

Additional Posts in Retirement Plan Advisors

I am currently working with a few 401k plans as their advisor on various platforms. If I end up going to an RIA, how do I handle this business?

like

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

Talked to two major Recordkeepers this week and both of them said they are pricing their record keeping for plans with $20MM or more at a loss right now. What does that mean for the long term of 401(k) record keeping?

likeuplifting

Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!

likesmart

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.

like

Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?

like

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 ?

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

like

Does anyone have any thoughts as to how Ascensus’ massive takeover of small, local TPAs will affect the industry long term?

like

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

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?

helpful

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

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.

like

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?

Are u allowed to be an insurance agent while at PwC

like

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

Which recordkeepers do you think are best in the micro plan market?

Looking for:
- Open-architecture
- Reasonable fee
- User-friendly online portal
- Good servicing
- Allow own model creation

like

I have a village with 3 employees in a 457 plan. They want me to take over plan. Assets are under $200k. Who would take that?

likehelpful

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

like

What are your best and worst sources for leads/marketing?

What do you like/dislike about them?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal