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

What do you like/dislike about them?

Does any fish have experience prepping and taking the CAMS exam? I would appreciate any advice on study materials, exam preparation tips, and information about the exam.

Need to leave but no idea what I want to do

Should I get the Apple Watch 6 or wait to see if they announce an Apple Watch 7 later this year?

How prevalent it is that folks have anxiety depression at big4 nowadays.

Trying to come up with some project work for my University Sourcers to complete that will benefit my team. Their most recent ask was to generate a list of universities in each state that we source from within iCIMS. What other projects have you found to be beneficial to enhance recruiting efforts?

What’s been the sentiment on MARA? Is the blip gone?

Do people use umbrella in Boston?

Moving to Boston soon and wonder if people use umbrella or just windbreaker like most people in Seattle.

I am going to start a career as a Patient Access Rep soon. I have previous admin experience and I am wondering if I should ask for a pay increase to salary? The starting pay for this position is 16.25 but I am wanting to ask for 19up…How much are patient reps making now days in this medical field?

If there’s anything NYC teaches you most, it’s to be more independent than you already are.

Anyone else struggle with lots of team events/dinners during the week? I love my team but need me time at night to be my best self. 1 night out is my max. Thoughts on explaining it to team?

My son (1 yr old) holds a multiple entry Indian visa. We visited India this May and came back in August. We might have to travel to India again in November. Is there a cooling off period?

Any lgbtq desi consultants want to connect offline ? I am struggling to make friends in the desi circle with similar mindsets / challenges. Single indian gay male here:)

Any Marsh fish willing to refer? I can provide more details in DM. Thanks!!!

hi guys! i wanted to ask for advice if anyone can help. currently i’m a scientist at a CRO and i’m doing work that is at least a title or two above mine. feels like im overworked and underpaid. i keep getting rejected to positions i feel like i can fill due to my years of experience. i technically only have been working since may 2020. but i have learned so much so quickly, im already doing method development/discovery work. should i settle for a job title below my current in pharma?

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?

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?

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

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

Are u allowed to be an insurance agent while at PwC

What databases is everybody using to lookup current plans and are you successful with this database taking over existing plans?

Where do you need the most support in your RP practice?

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

What percentage of your clients are choosing to permit the CARES Act provisions into their 401(k) Plan?

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?

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

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.

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.

So are there any members of this thread that manage retirement plans?

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.

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

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

Which firms do good actuarial work for cash balance plans?

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?