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

Generally curious how many companies offer phone reimbursement? My last gig did not but the current one does. Legally it seems, all employers are required to do so if we use our phone in literally any capacity (video call, slack, teams, emails etc). How prevalent is the issue of not reimbursing phone dues?

Soooo what do we think about the new ADP program?

I'm a Canadian on the TN visa working in the US and planning on maxing my Roth IRA (6k) and will have enough left to max my 401k this year, but am not sure if I should just use a taxable account over 401k due to tax considerations when I move back to Canada (likely 1-2 years from now). Any thoughts here? I don't think I'll have enough RRSP room to move 401k>IRA>RRSP and I would prefer to not have to file US taxes every year in retirement for withdrawls if I left the 401k in the US.

What provider does BDO use for its 401k plan? (Fidelity, Vanguard etc.)

For the educational program reimbursement, after it's approved, do we get reimbursed with our next paycheck?

Can I move to Florida the month my bonus hits and not pay any NY State tax on it? Or would I just declare that 1/12 of the year I was in Florida and get the pro-rated refund from NYS on my overall Pay

How much is “market” comp for a 5th year, general civil lit, AmLaw 200 defense firm with usual benefits (health, dental, 401k match up to 6%). I’m LA based. TIA

I have mostly passive investments. I was thinking the other day: what if everyone had only passive investments? Wouldn’t this create incredibly high amount of systemic risk? Are we all sheep??

Hi Fishes, I'm in a huge dilemma now. Im currently working with TCS and my CCTC is 10.29 LPA and I hold 2 offers, one with with Bank of America for 17.5 LPA Fixed and with CTS for 19 LPA.
My last date is Dec-30 and I received a call today from TCS HR for retaining me for 16 LPA max.
Earlier,before the call I had Bank of america in mind ahead of CTS for its work culture ,hike %, job security and other benefits. But here in TCS also I have very good role, job security and comfort.Please suggest!!

What stocks are you guy guys buying right now in this market?

Hi all, how did you solve the retirement puzzle?

As an expat, I went on the Degiro for investing at the moment, since the account can be used from all countries.

Was considering to invest also in an insurance, but is apparently not possible if you live abroad and then maybe go back to the home country.

Have any tips?

Hey fishes, can someone tell me how the 80c bracket works, i know i can get exempt upto 1.5lakh under it, what i wanna know is does PF comes under it or not? For example if my yearly pf deduction is 20k and VPF is 10k so now will i still be able to show investment of 1.5lakh under 80c apart from PF and VPF or i'll be able to get exemption on only 1.2 lakh( 1.5lakh-30k= 1.2lakh)?

Thank you in advance!!

How much importance do you give to proforma numbers when purchasing an investment property?

First time home buyer and I have no idea what I can afford. Excellent credit. I know to get a preauthorization before looking but want to skim homes the meantime. Any good rule of thumb when searching?

Seeking salary information for Healthcare Industry Program Manager role at Phillips USA, anyone have an idea out there? 12+ Years of experience w/masters, agile certified and black belt.

I'm working on a Fintech startup related to commercial banking pricing. We would like to do some "expert interviews" with current RMs (we would compensate your time.) We want to better understand the friction points when it comes to price C&I or CRE loans. Please DM me if you are interested.

We are not looking for any private information, but more anecdotal evidence of issues that can be improved.

What are the best ways of tax exemption

Has anyone here worked with TRS Healthcare (travel agency)? Any recs for good agencies or tips for first time travelers?

Hi

Wellbeing Program
Employees will receive a reimbursement of up to INR 10,000 for eligible expenses per calendar year.

What's this program in S&P Global?

I live in CT, in the Greater Hartford area (mentioning that to express that I’m not in an urban setting). Does anyone have suggestions for how to find LGBTQ friends to connect with?

Whether its difficult to get GCP Projects in CTS?

Does anyone here work at Northside hospital in Atlanta that can answer a few questions for me?

Wanting to know what IVF coverage other consulting companies have. EY, McKinsey, BCG.

What is the drug culture like at your office? I assume people don’t openly talk about what they do in their free time if illicit, but they may do so quietly or you can otherwise tell.
Do you get the impression many people do them? If so, soft drugs (ex - weed)? Hard drugs? Non-prescribed study drugs? Frequency? At work-sponsored social functions? To an extent that it’s noticeable/problematic?

Do companies hire freshers for Data analytics domain. If anyone can refer me . I am looking forward to shift my carree in data anaytics ??

Any good recruiters in the Product / Program / Project management space in Dubai? Active on LinkedIn but aware many smaller companies don’t post there due to the costs. Adecco has been recommended and roles look the right fit.

My company is receiving backlash for…let’s say a poor decision that has gone viral in my city. For 3 days, almost everyone who has called customer support is just looking to insult and yell at us. This isn’t our fault :/

Hello Fishes,

I joined CG on 27th July, the first project require me to work on documentation not related to my tech(networking) this I said no and went on bench.
The second project/client they tagged asking me to wrok on FTP L1 Monitoring and t-shoot.
Again this is not relevant to my exp(6 years in Network).

How to get released from this? the upper line is not in touch with me not they responding with update

What options do i have, what if I abscond?

Will they give me exp letter?

Any thoughts on Polsinelli real estate group in Dallas? How’s the pay, WLB, hour requirement etc. thank you!

Those who have moved from development into SE, do you have a desire to move into full sales or are you happy with SE and the career path it provides?

What would be a reasonable cost of renting for a single expat dude in Singapore living in decent area ? Would sgd 4K suffice ?

I have been offered an internship for Equity Research role for 2 months. Based on my performance, I'll be on boarded full time. However, they are not letting me know the salary range I can expect once the internship ends. How can I negotiate a salary as per my expectations?

Novice question, do CTA day passes expire on the date you purchased them? Or can I buy multiple ones on the same day and use them in the future?

Any hot leads on Workers Compensation roles?

Going to Denver mid December, would like to drive up to the Rocky’s. What trail would you recommend for a day trip and wouldn’t be too difficult with weather conditions at that time? Is it possible?

Are u allowed to be an insurance agent while at PwC

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

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

Which firms do good actuarial work for cash balance plans?

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

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?

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.

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?

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!

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

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

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.

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.

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

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.

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 ?

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

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

Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!