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?

Anyone maintain real estate license on the side? If yes, which broker is a good one to associate with of the ones with all these crazy commission models?

Experts - I understand tha LEAPS help with liquidity amd magnify the returns but I am unclear what are the tax implications (Fed LTCG and state tax) when you are ITM and exercise LEAPS. Can someone shed some light on tax implications of the LEAPS? Thanks.

Incoming MBA, I have my tuition paid for and rent covered (I will be an RA). So the only thing I need to pay for is food and entertainment. Do you think 20k is enough to last me through the 2 years? I will make a little money interning in the summer, so that would be a safety valve if I blow through the 20k.

Or… should I take a small loan?

Got a letter of default and acceleration notice from bank who repurchased my mortgage due to what they thought was mortgage fraud but wasn’t. I’m contacting a lawyer but has anyone gone through this? I know they want it off their books and suggesting I refinance but my rate will increase and they’re demanding legal fees too

Is a 529 account worth it for MBA?

Does anyone know how to declare in my individual tax return, RSA and Stock Options from a US Company that I have? Non exercised yet.

Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

Anyone know when Ch. 7 BKs must close by? Is this changed by when there are adversary proceedings (alleged fraudulent transfers made to a bank for CC payments)? Asking for my friend who is unfortunately involved bc of his parents, who are the debtors (he isn’t a defendant or a debtor in this, but the payments were made to a CC in his name—a CC he didnt know was opened in his name).

Its in Texas, and the initial BK filing was made about 23 months ago. TIA!

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

Looking for advice to safely invest Escrow portion of my mortgage, since I was able to stop paying from Escrowz starting this month.

As you know, this cannot be risk in stock market, what are safe options

Mgni I was jealous since I sold out at 32 after 100p returns. Now I’m happy I didn’t lose the extra, but the rest of my portfolio.. oh boy

Have 700K USD worth of invested assets (less real estate, cash/receivables, and precious metals). if I need 4K USD per month for expenses, can I now coast?

What credit cards does everyone use to maximize rewards points? What bank accounts to maximize sign up bonuses?

First time participating in ESPP this last period. I received a heads up email that Morgan Stanley will get in touch to open a broker account, but not heard from MS themselves. Anyone in a similar situation?

I am selling into these pops on psth. 50/50 chance the target disappoints the stripe crew and it dips hard. I’ll be buying a bunch of that is the case. Beware- 2/9th warrants are still attached to these shares so there is some premium in the price

Hey folks I applied for a credit card they were asking for official mailid is it legal to provide bank mailid for credit card processing?

So what stonks are we buying?

Side gigs. What do you do to supplement your income (besides marry for money)? I bartender but that’s taken a hit with Covid. Thinking about some kind of tutoring set up.

Are there any diversity clubs/groups in B4/EY? Are they worth it in terms of meeting new people/networking/making friends?

Anyone has an alternative to an Au Pair. Wife and I were looking forward to host an au pair but can’t go through the official program since we are not permanent residents yet. Anyone has an alternative besides traditional daycare? Maybe a friend of a friend? I am in NJ. Any ideas welcomed and needed!

Based in the UAE but traveling a lot to KSA. I need more data than my UAE roaming amount. Any recommendation on eSims bundles in KSA with lots of data? (20-30gb)

Heyy, I am looking for flatmates in ZS. I live in Gurgaon. If anyone is looking for a flatmate for 3-4 BHK let me know…….

Can someone refer me at suitable position in citi

Skill set - Big Data QA, sql, python, Unix

YOE - 10.5

Hi Can someone refer me for Citi plese. Would really appreciate.

it’s disgusting to see in this city how people pay more attention to the dogs homeless people have than the people themselves - it’s dehumanizing and makes me sick when people give a strained smile to the homeless person while patting their pup like come on

Just got the shaft on a regular component to the clients business, how can I handle next steps?

Is Elon Musk's image finally breaking apart?

Is it legal for a government client to tell a consulting firm that they don’t want people (contractors) leaving the project ?

Hi all,

I'm looking for job change currently in RPA Blue Prism Profile. Can anyone refer me in PwC?

Thanks in advance.

How hard is a career pivot from digital advertising to a product manager or even developer? I’m learning python 🐍 and at the point where I’m working on a pretty advanced project. I think having technical skills in combination with digital marketing can increase my net worth in the long run .

Is it ok to take a gap year premba? How would that appear to future employers?

What kind of compensation does a partner at a boutique asset wealth management firm get?
Firm with around ~ $30 AUM

Transactions salary range for experienced managers or senior managers SF/LA location. Exploring options with other big 4. Any suggestions.

Anyone looking for strat directors in NYC?

Recently let go due to “restructuring.” Big agency exp.; managed teams; led campaigns from ideation to execution; oversaw six-figure budgets. Give a shout!

Any solution architect want's to share the journey?

Does adhd cause you to struggle with job performance or satisfaction? I’ve been having a hard time focusing on tasks for long periods of time and have lost interest in my job. It’s discouraging because I’m just a junior and worried that it means I’m not suited to be a cw.

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

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?

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

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

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

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

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

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?

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!

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?

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

What do you like/dislike about them?

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.

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.

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

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

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.

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

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

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