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.

Hi guys,

I got my full and final settlement today but I can see no tax deduction. Does anyone know the reason. 4k tax used to be deducted every month till now. I also got gratuity and leave encashment along

Does 401k count as savings?

Any advice in terms of investment to save the maximum tax?

Hi All. Have anyone applied for flexi basket declaration in HCL. Kindly tell me if there is any good tax savings or of no use.

Applying for Uk visa from overseas- How do I know if I am eligible for IHS loan ( immigration health surcharge) can someone explain this here? Thanks a lot

Max out 401k before contributing to taxable brokerage? Roth IRA is already maxed out.

Trying not to jinx it but it feels like the market is finally turning... prices are down in 77% percent of US metro area's baby! Bided my time and hope it finally pays off when I buy.

Thoughts on Transfix? Anyone invested?

Alright this bowl has convinced me I need to buy a Rolex. Where do I begin? I know my brother got a Batman GMT after about a year at a jeweler he never purchased from a few years ago, but was he just lucky? Do I need a relationship with an AD in today’s market for a Sub or GMT? Based in Seattle but would prefer to buy in Oregon to avoid taxes

How does one get into trading from positions elsewhere in the bank? What would impress you most about candidates attempting to do so?

How long does it take to get ofc Laptop after DOJ?

Beginning to invest. Which is better? Merrill edge or fidelity ? Have a BofA bank account and an employer Fidelity account for RSUs. Also have a TRoweprice 401k account from past employer.

Fav intl ETFs?

Anybody here make significant weekly/monthly passive income off Covered Calls and/or selling puts? Looking for success/failure stories for those who have tried this!

Genuinely curious: How do you justify working in PR knowing that you won’t make $100k+ for 15-20 years? I’m 3 years into my career and I have regrets about choosing this field when I look at my financial timeline.

What’s a good budget for rent if I’m making 138k + 14k sign on in NYC? I’ve got like 10k in student loans and about 5k in credit cards. No other obligations.

Moving from the US to Singapore soon. On a 90k salary, how much should I budget for rent? Ideally I want to live in neighborhoods close to central locations such as Tanjong Pagar, but I’m not sure if it’s possible.

Anyone have any good alternatives to Panerai Radiomir? Trying to keep my next purchase under $1k

Can grad students get $20k forgiven if they got Pell in undergrad but outstaning loans are only for grad school?

This is awesome. Thank you to whoever started this. Yes let's keep helping each other.

Where are the best tacos in Atlanta?

Has anyone at a mega fund like KKR or Apollo experienced coinvesting and actually being able to put money into a deal?

Brought too much pears from Costco. Trying to pimp them out to my family.

Has anyone ever successful negotiated there salary with the federal government. I have tried twice and both times was cited a HR policy saying my specific circumstance did not allow negotiation. Just wondering if it’s even possible

Alright. I want to get some perspective. How many men in this introvert bowl are men? Whenever I speak about my introversion, people say ‘mostly girls are shy’. WTF!
- A proudly introverted man here.

Interviewing for Strategy & Ops Lead role. Recruiter shared 6 behavioral questions for me to send back written responses. Anyone know if this is normal, and how it fits into overall interview process?

Need to buy an engagment ring and I am clueless. What should be the diamond carat?

Which is best company Among following to join after 6.5 year of experience considering wlb and culture

TIAA
Wipro
Predikly
Infostretch

Thanks in advance

Which is the advanced mobile apart from iPhone?

Hi everyone, I would be working in Arcesium as a contract employee (placed through a 3rd party vendor). Could you tell me how it would be for contract employees in terms of benifits, work life balance and any perks, etc. Thank you. Arcesium Tata Consultancy Infosys Cognizant Wipro

What are your favorite restaurants/activities that are a quick drive from the city?

My company is hiring! Reach out if you are interested in working for an early stage Real Estate Tech Startup. Looking for Software Engineers and an Acquisitions Analyst (Private Equity MF). Based in Boston.

What are the best TV screenwriting courses in nyc?

Patient advocacy leaders in Pharma- anyone interested to chat? I work for a patient recruitment vendor and am super interested to move to Pharma. Would love insider info!

Senior attorneys at v100, how common is it for attorneys who start at small firms to lateral to biglaw? Have you worked with any? Conventional wisdom is always that if you don’t start there it’s hard to “trade up”. My coworker and I just did it to two different great v30 firms, and I’m wondering if it’s really that uncommon? Just out of curiosity. We’re not special counsel with special niche skills or anything, just associates. Pitfalls to beware? Positives?

Hi guy please help i got laptop from publicis which is very old. Can i ask them to change it?

Hey guys! How difficult is it to get a job in big fours if you are on a dependent visa? ( prior experience of 2 years in big four in India)

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?

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

Which Investment Analysis and Reporting System do you use? What are the pros/cons?

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

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?

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?

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

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

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

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

Which firms do good actuarial work for cash balance plans?

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

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 ?

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?

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

How do RIA retirement plan focused advisors feel about taking on new advisors to your firm? What do you look for in candidates? I’d like to get out of my corporate role, curious if this makes sense

Are u allowed to be an insurance agent while at PwC

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

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