Financial Advisors

What are some unique ways you’ve taken over a 401k plan?

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Can someone explain the Deloitte pension? And what exactly the vesting means? I get emails about the pension even once in a while but I'm not sure how exactly it works.

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Say I go into fidelity and put 401k contribution at 100%. Will it just stop my contribution at my max for the year? Assume I’ve already put in 5k

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What is keeping you in consulting? I am getting offers from industry which is almost 40% higher than my current TC with more benefits. Am I Missing the point of consulting?

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Hi Accountant 🐠! My friend just received settlement. She is trying to figure out what to do with it. Someone told to open a trust to avoid taxes and impact on her potential benefits <contd>

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Is there anyway for America to get all of the idealistic benefits of Bernie Sanders without losing half my paycheck?

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PwC people: is there a way I am able to download my 401k information into Quicken?

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Need help with deciding between two offers. Recently accepted an offer at another consulting firm only to have my current employer counter at the last minute. Here are the offers: NEW COMPANY (Global Consulting firm): -$115K base -10% annual bonus -401K match (4%) -Senior Consultant (security strategy) -10 weeks paid paternal leave - considerably cheaper healthcare - all the resources associated with larger consulting firms (training, mentorship, perks, etc)

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What’s the Deloitte internal 401k match %? Not client-facing. Friend is considering a role there

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Hey guys I’m 22 current salary is 95k. I’m investing about $6k per year to my 401k and invest about 7k per year between betterment and stash. What are some other ways I could invest and save money

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Might be having a kid in 2019. Any ideas on which provider we should go with and benefits to be aware of? Currently in Northern California. Option between Kaiser, Aetna and Cigna.

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Couple of dumb questions, but thought I’d ask in hopes that I can get back on course. 24M with the following assets: ~$30k HYSA, ~$6,600 Fidelity Roth 401k from old employer, ~$14k Vanguard (60% traditional 401k, 4% Roth 401k), $13.5k M1 Taxable acct (ETFs). I make ~$100k annually (salary+bonus). I’m contributing the max to my 401k as of this year. Questions below:

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Is Deloitte consulting meal expenses per diem or at acutal cost up to a limit

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