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.

Any recommendations on JV funds, hard money, private equity etc to fund MFC deals and great residential deals brrr/flip. Finding some great deals in my local market. Any tips on raising capital or attracting investors?
Thanks in advance.

Company offers 200% match on the first 3% of 401k contributions, vested immediately. How is that relative to other firms?

My company has asked for investments proofs. Jts feb only and i have upcomming mutual funds sip also. How can i show these upcomming sip investments ?

When a private equity firm invests in your company, they do expect to exit their investment within the next five to seven years.

About to buy my first car, am I making a mistake? It's 2019 Corolla for 25K CAD (18K USD) all in. 45K kilometres (28K miles). I have 75K saved and earn 100K a year. It just feels too expensive, but it's hard to find something decent for less. Thoughts appreciated!

What are some aggressive ways to control your spending? I tried a little but of everything(paying myself first, only debit cards,cash) but seems like i have the urge to spend and i do so. Any tips?

I handleda very difficult and convoluted succession for a black family. My client was astute and intelligent. We got along great. His family was difficult. Willfully ignorant.

Part of the succession dealt with clawing back $450,000 in insurance proceeds that a niece fraudulent received from the decedent by making herself the beneficiary on policies. A separate attorney was hired to handle that part before I was hired to handle all other matters, including settling a $500,000 debt with the...

Started my Roth IRA in 2019 and bought some funds that aren’t doing so well. I want to trade them for an index fund that the majority of my Roth IRA is in. Will I be penalized for “selling” before a certain amount of time? I don’t plan on taking the money out until retirement, just want to reallocate.

For those of you who made your first million in net worth, what did you do next?

Random Q unrelated to advertising but is anyone investing through Fidelity? And what mutual funds/stocks are you investing in that show potential?

Just closed my shares in Nvidia. What a run that stock has had! Now trying to think about what next. Might hold and buy the dip if it comes. Otherwise welcome thoughts and why. (Already holding Amazon, Microsoft, Tesla, Lululemon, Disney and VOO)

The equity market has HFT firms to help with volatility. Crypto needs HFT firms. Tempted to start one

Anyone from tax can help me on some tax related queries.

Q1-Can I claim LTA and LTA cash voucher both for the current Block?
Q2- In LTA cash voucher scheme i have a total expenditure of only 50K approx so how much can i get as saving for Tax?
Q3 How the above 2 can be claimed during ITR filing?

I have more Questions but if we get replies on these we can discuss further.
This can help everyone

How do I make millions?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

Well I guess my holdings are never going back up in value

Is there ever going to be a comeback of the main coins (BTC/ETH/LTC) or are the golden days done?

How do you know your value? Throughout my 10 yrs of being in a professional setting, I've had colleagues from various places of employment say, I don't think you know your worth. You're under valued, etc. What exercises/tools have helped you realize your worth and effectively advocate for it? TIA!

Any advice on where to find the best “profile guides” for the top MBA programs? I find that the school descriptions on poets and quants are a bit outdated.

Best consulting companies in the social sector?

Can anyone tell me what a Senior Manager role equivalent is in Talent? Is it Director? Assistant Director?

Any recommendations for books/CLEs/resources for intro to corporate and transactional work? Real basic stuff, just to get familiarized with the landscape.

Is anyone currently pursuing the CIA certification or recently passed? I am having trouble passing part 2. Any advice is welcomed. I passed part 1 over a year ago and haven’t been able to accomplish the next hurdle.

Got an offer (yay!) and waiting on hireright to complete the background check. Anyone had experience with them since the pandemic and if so, how long did it take?

Which companies are offering permanent WFH in India.

Has anyone made the transition to a partner/alliances/channel role after having experience in direct sales? I've worked with SIs, resellers, and channel partners for most of my career and looking to make a potential pivot.

If so, do you have recommendations on how to approach job search and/or companies to research who might be hiring?

Have a lot of summer weddings and I’d rather not sweat through a wool suit. What are some good summer wedding outfits (pics if u can pls)?

Could anyone provide insight on Deloitte Senior Consultant and/or Manager salary bands (estimates) for Cyber?

Anyone working in Pharma industry?

Any feedback on the School of Visual Concepts (SVC) in Seattle? Looking to go from a media buyer to art direction/design.

I recently started working a side gig to supplement my income. It's tiring but I felt I had no other choice. Has anyone else here started working a side gig too?

On average, does PDM work less hours per week than Traditional?

I was put in to SAP when I joined my firm. I got SAP FI certified (associate), but have not done any configuring or implementation work at all (gov't consulting). I'm functional, and do use SAP (cont)

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

Hi all! Just got my perm approved woohoo. Filed in December. I know next step is I-140 and adjustment of status. How fast does this go? When will I hold a green card

Got picked up for a client yesterday around 1 and was not only asked to stay late last night but to also finish my workpaper today. Prior to this no one I’ve heard at my firm has ever had to work on a Saturday. Oh, and this was my first week. Am I wrong to be annoyed with this?

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?

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?

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

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

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

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

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

Which firms do good actuarial work for cash balance plans?

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?

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

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 ?

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

Are u allowed to be an insurance agent while at PwC

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

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

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