We are in the process of consolidating accounts for a new client and moving them over to Charles Schwab where we custody - all straight forward stuff. The client has an old 401k from a previous employer and filled out the paperwork with that 401k to roll it to Schwab. So about $470k hit her Schwab account last week. And then exactly 7 days later, another $460k hits again. Both from the 401k custodian. But her account was only $470k. I think they messed up royally. Now what???

I have not been on a project for over 3 months. Since I joined, I have been put in training. The training got extended by a month and now it's close to 4 months since I joined and without a project.

What should I do? People say that I'm lucky to get paid without doing any work, but it is stressing me out. I need the experience. The uncertainty is freaking me out, with rumours of layoffs and the certification program and all.

How do I get into a project? How long do I have to wait more?

I'm a marketer and I'm having a hard time getting my clients to listen to me.

I have been in marketing for 10 years now. I've worked with hundreds of clients and have been able to increase their sales by over $1 million each year.

But every time I go into a meeting with a new client, they ignore everything I say. They just want to talk about their product. They don't seem interested in learning how to market it better.

Confronted client today about partner forcing us to travel while client site has travel restrictions. As a result is team is remote next week. Counting down days till I get rolled off/fired now lol

Has anyone here considered leaving healthcare altogether? I am really drawn by a role in tech, but I know it's such a big leap. I have a friend who did this though, and she is making even more than I have made as a travel nurse. Is it an anomaly or a real possibility?

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

How is SAP Fieldglass project in SAP labs? Can anyone tell me?

Has anyone went from saas to benefit consulting? How was that transition? Was it worth it? I hear in benefits you get a book with recurring revenue.

Hi folks,

My current project is discontinued by client, so I’m on bench now. Im serving notice period and only 40 days are remaining. I asked HR for early release me but they denied, saying its our policy to complete NP

Is there any possibility to get early release? Whom to I contact?

I am currently a care coordinator with one of the big insurance companies. I want off the phone, I have been applying for Rn jobs in utilization but have not gotten the last 5-6-7 I applied for, I lost count… I am thinking more analytics and business side of things now. I finished my MSN LM to maybe stand out from the large amount of applicants they get. BUT I have no experience in analytics.. so I have a chance? How do I get training in tableau, sql, interqual, project management, alteryx..

Hi Guys,I joined Cognizant as a BA.One client took interview for RPA Project.I was pretty happy it's a new tech but into the project the onsite BA's r doing all the work n m just creating documentation.I am really frustrated.I picked cognizant of many good offers.They r spoiling my career.What shud I do? Tell my manager or just resign.Its not good leaving company in 6-7 months.
Plz help.

Got offer letter with flexible component in KGS..how does that work..how would I know the components which will be a part of it..also do we need to submit monthly proofs for the reimbursement/allowances or at year end

I joined capgemini 15 days back still I did not get any project. Shall I obscand or resign any suggestions please

Hi,

I am project manager, with 3+ years of WE, looking for other opportunities. Serving notice period, i can join immediately. Please let me know in case of any vacancy thanks

Open to any location! Thanks

Hi Everyone!
I have an interview coming up for an Account Manager in Healthcare. I have 9 years experience in Healthcare Revenue Cycle Management and a degree in Communications but no direct experience as an Account Manager. Any idea what a fair salary would be for Bay Area California?

Looking to transition into an HR leadership position. 17+ years experience in running a startup managing 50-100 people (15 years) and handled all facets of hiring, firing, compensation, negotiation, training and employee relations. Responsibilities also include other non HR functions such as business dev., client relations and expansion, logistics. Currently studying for the SPHR and plan to take the GPHR as well. Thoughts on difficulty of moving into an HR leadership role?

How is the work in UST IBM project, anyone has idea? And Can UST pay 40lpa to lead 1 position?

Hi ,filling onboarding information. What is NPR in nominee information and what is emp pension scheme details . Where to find out

Hiring for many roles in LTI.

Please comment if you are interested.

Valid till end of Aug
but sooner the better

Skills:
Matillion
AWS Architect
Azure Architect
Bigdata Architect
Informatica Architect
IBM MDM
AWS with Redshift API
Azure DataBricks Developer

Let me know.

Guys off topic
D laptop pickup ke liye formals me jana padega kya

People at my company claim to be supportive, promote great work culture but there’s actually no support at all just bunch of bs. I am in a situation where im not getting the support from my supervisors, BDs and everyone is fake all the time. I am genuinely putting in the work and not getting the benefits I deserve. What are some good companies to work for in Marketing/advertising in Toronto? Or how would u go about addressing stuff like this ?

Favorite designer brands?

Hi - for folks needing sworn affidavits for birth certificate (AOS document need), how are you getting them notarized during the Covid lockdown in India

Recently I’ve been in the enviable position of receiving several job offers from other firms and attorneys. I am currently employed and very happy at my current firm. What is the best way to politely decline these offers, both those made via phone and email, without burning any bridges?

Folks - What would an Audit senior manager in US migrating to Canada can expect as compensation from a big 4?

Is Facebook doing enough to stop the spread of fake news?

Hi all,

Any Australian EAs on here? Or am I the only one so far 🥺

X

Any non-fiction book recommendations? I normally don’t like NF but recently read Bad Blood by John Carreyrou and loved the style/pace. Any similar recs?

Whats your TC and YOE in Canada? I'm at 130k with 8 YOE

Hey everyone! Fairly new to the city and looking for some cool restaurants to try out. What are some of your favourite places around the city?

Please bring back the Tea machine that was there in cafeteria.

Putting together a reading list for 2023, and reading more business and personal development materials is going to be one of my resolutions. Can anyone recommend books that should be on this list?

How do you get “distinctive achievement”?

I hate my job to the point where it is difficult to be productive, and I can barely get any work done (it’s like I have no energy). Am looking for a new role but who knows how long it will take for a final offer, and I don’t know if it would be right to quit my job and rest. I feel so burned out and trapped. What can I do right now to immediately improve my situation?

I’m a physician assistant with interests in technology. I’m well versed in epic. I’m looking to leave clinical medicine, what kind of roles are available with epic?

Has anyone ever used Accutane and then several years later you still have small, occasionally breakouts? Any suggestions?

My practice got super busy after the pandemic. I have had a waitlist and been incredibly busy. It’s been stressful, but I have been grateful for business & to be helping people through a crazy time. This fall, I’ve noticed things slowing down and I don’t really know why. Has anyone else seen any similar trends (or know what might be going on)? TIA.

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

For those who started at insurance company to gain experience and moved, were you able to take variables(non-prop VAs, VULs), b/d books with you?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

What if I have a client with annuities insurance policies that are variable. Since I do not have a 7, I can't collect commissions on them. What wld happen if I tried to become agent of record on them?

How do you use recognition (awards, articles, etc.) to help market yourself?

Anyone tried meditating and found it helpful to deal with work stress (or just stress in general)?

How do you feel right now 1-10? Why?

So the fiduciary rule got tossed yesterday

Is cold calling still a thing?

Any recommendations for good camera for both photography and video? Need to upgrade my 8yr old Canon Rebel.

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

Things to consider before going Indy? Feel like I have enough in my book to go on my own but I'm not sure...

Long drive tomorrow. Does anyone know of any on demand CFP continue education courses out there? I’d love to knock out 15 hrs of CE on this drive, if able. 🤦‍♂️🔫🤢

Does anyone know if the 10% penalty and if taxes are waived on a death of a beneficiary? A friend of mine’s 17 year old pass away. I was wondering due to the circumstance, is there any way he can get around paying extra money by doing a 1035 exchange, rollover, withdrawal. Anything out there? Suggestion are welcome.

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

I'm considering hiring someone who may be required to have a series 65. How long should it take someone who is (a) smart & (b) no industry knowledge to study and pass?

does any one have tips and tricks on how to be a good interviewer? I'm finding it difficult to gauge someone just asking...tell me a little about yourself...