What is RIA obligation for fee reporting? We provide info on our management fees. TPA/recordkeeper does not provide info on fund fees. Are we as advisors obligated to do so and how often to report?

What is a good salaray range for sr data analyst in the dfw area?

Senior in Chicago making $95k. What salary increase can I expect for cost of living if I move to San Francisco?

Looking for a position in Las vegas !?

Hey 👋 just joined here and my second post . I started my construction business now for over two years working on residential renovations and looking to make the jump to commercial construction! Looking for a mentor who is knowledgeable of Commercial construction and can help me understand the ins and outs of the industry here in San Diego. Please reach out if you’re in commercial industry and would like to help. Would be greatly appreciated 🙏🏻

Going to India from DCA (flights were cheaper) but I live in Houston. Flight from DCA is at 10 pm. Should I book my flight from Houston to DC the same day or one day earlier? Given the flight cancela.

My RB situation is ugly. Recommendations on who I should start?

Need 2; 0.5 ppr

-James Conner @ CIN (I also have Snell in the event Conner is ruled out)
-Jeff Wilson @ DAL
-David Johnson @ IND
-Chase Edmonds vs PHI
-Lynn Bowden vs NE

I can also add Salvon Ahmed (vs NE), Sony Michel (@ MIA), Gus Edwards (vs JAX), Tony Pollard (vs SF), Latavius Murray (vs KC), James White (@ MIA), DeAndre Washington (vs NE), or Giovani Bernard (vs PIT).

My WR/flex is Ridley, Woods, Hilton, Amari Cooper

Best stocks to buy/DCA into during the continued recession/incoming pain?

Hi, looking for an independent non union director who has green screen experience and can direct improv talent, shooting early Dec in San Fran, thank you!

Are there anyone here that can help with finding a job in health admin or admin position not having any luck on indeed!? I’m a New York native, I just moved to Las Vegas and I worked for the state for 12 years in New York and I came here to take care of my mom and as a contract worker for state of Nevada education. I was fired for discrimination reasons and now I’m out of a job I have a bachelors degree and applied to 123 jobs on indeed to be denied because I’m over qualified. HELP ANYONE

Anyone know which management consulting firms have the best office culture in San Diego?

Taking a side trip from San Diego (work trip) to Palm Springs in mid January by myself. I guess I’ll rent a car and drive there. I’d like to do a day trip to Joshua Tree. Should I stay in downtown Palm Springs? An outlying resort? Any other day trips? Female solo traveler. Also debated flying from SD to Santa Barbara instead of Palm Springs. Just want to be outside and enjoy good food, wine, scenery, hiking, relaxation.

Plan on visiting SFO this August and wanted to check if any F is up for drinks or dinner spend some quality time. Male 34 , tall 5 11, brown and happy to message and set up some time if we find each other interesting.

How is FTI san francisco?

Can anyone describe the overall competitive landscape of strategy consulting firms in SEA region?

All of my alts (XRP, XLM, TRX) are 🚀.... makes me very happy but very uncomfortable. Anyone else taking profits, or just hodling?

Has anyone here used infinite banking to fund their real estate investments? If so, could u share details about the policy design you got? Is there a way to tell how different insurance agents have different fees before engaging them in discussion?

Can anyone refer me to Google, microsoft, apple, Walmart ?
Serving notice period, LWD :28/02/2022
Yoe:10 years
Role: SDET

I know I will get hated by saying this. Do you think gay pride events are portraying a bad image about our community to public? (Drugs, sexual, inappropriate clothes, and sometimes like strip clubs- some parts). I know it is right to present us but I just feel it is not the right way to show who we are. I wish the pride where everybody can connect in a more friendly way (outdoor game- team work, dance, drink something not too sexual.) there are some good parts of pride tho. Any opinions?

Hi fishes

I ask urgently looking for a job opportunity. If there are any in your companies please refer.
I am a financial Risk and Regulatory analyst at Deutsche

Pros n cons of brillio... Honest answer please

Just want to say that I've learned a lot in this bowl! Really grateful for people posting questions, do's and don'ts and for the community responding!

I am a Staff and was giving the task of organize audit conclusion lunch with client. So I am looking for restaurant recommendations in Newark,NJ to take client for lunch. Anybody?

Which one is a better career path for someone just starting in the construction industry? Design or project management? Whats a fair offer for an entry level position in each of them?

Affordable places near LA/in CA to learn to snowboard?

We are seeing more pushback from employees on working 40 hours. We offer flexibility (wfh), 11 holidays and another 3 wks PTO. Seems like a good gig, I think, at 40-45 hrs. Anyone seeing this too?

So this bowl is supposed to be more indian politics focused ?

The old administrator at my department won't allow me to write on what I want, even though I thought that was implicit when I joined. Can I push her to allow me to take control of my research?

I've been seeing a lot of ADCOLOR posts on linkedin, and some of the people who are liking and reposting it are some of the same people who were blatantly racist and rude to me when I worked with them. I wish there was something I could say/do about it, but it's literally making my blood boil seeing them like posts about "uplifting" and "supporting" BIPOC, only because I know that once they get off their screens and they're the meanest people

How is WLB at Citius tech ? Are we pushed to work over time ?

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?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

How big is your RP book? Do you consider yourself a specialist?

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!

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

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

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?

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?

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

What do you like/dislike about them?

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.

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?

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

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.

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

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

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

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

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

I am potentially able to get in front of 4-5 of the “right people” to potentially take over some 401k plans. I have never ventured into this area. Any suggestions on where to start for...continued