When leaving a firm on your own terms, what needs to be done? For example, what to do with 401k? File transfers? etc.

Posting as :
works at
You are currently posting as works at

Get all your expenses in, try to finish the things that will be difficult to transition, transition the things you won't have time for as early as possible, write reviews for your seniors, pay off your Amex, power sign off all those exit checklists, and ride off into the sunset

like

401(k) doesn't need to be taken care of before you leave. You actually won't be able to do anything with it before you leave. They can be rolled over into the new employer's plan, rolled into an IRA, or be left at the old place.

like

Transfer memos on all cases with next steps, docs uploaded to whatever system you use, maybe discuss the case with new handling attorney

like

Related Posts

I am thinking of making the jump from SLP to healthcare administration. Looking for insight on pay, job opportunities and job satisfaction. Thank you!!!

like

Hey sharks

I got offer on
Citiustech Healthcare Technologies
May I know how WLB in this company, I see in glassdoor and ambitions contains positive and negative. Is it worth to join? Is it useful for me to enhance my career for long run? How about the retention pay? If we leave the company we need to pay entire retention pay?I have other wipro and CTS, which company is better to join?

like

Hey guys,

is it safe to move to healthcare organization which is established in India only 2 years ago, but in US it was established around 160+ years ago, keeping in mind on recession and job security?

Please help me on this!!!


Fractal Infosys Tata Consultancy IBM Wipro Nagarro

like

About a year into our infertility journey and considering switching from my husband's company's benefits to EY's to take advantage of the 50K lifetime benefit. I know I would need to switch to EY coverage, but does my husband also haveto be on EY's insurance to have IVF costs fully reimbursed?

like

Offer included temporary housing and moving expense reimbursement…it’s been a month since I began working and 2 months since I started moving but still no reimbursement…should I escalate this? How long is too long?

like

Hi all, which companies in the Federal space can I target that work in the healthcare implementation space? Most openings I see are on the strategy/advisory side.
I have a lot of experience in the Medicaid world and have led and managed implementation projects there. Thanks.

like

I have been working in healthcare clinics and health techs for a few years now. I’m an independent consultant. Bust, a friend of mine referred me to a big bank job. The role is of data governance manager. What should I know for the interview, or how can I prepare for it? Any thoughts? They told me I don’t need financial background. Data is data, but they wanted to know metadata management and how do I build frameworks/implement enterprise systems.

like

🐟 without dependents, what % of your monthly income do you save and what % do you contribute to 401k.

like

Hey everyone,

Anyone has referrals to any startups that are hiring any of the following roles:
Generalist
Operations
HR
Recruiting
Business management

I’m looking to be involved with a pre-seed, seed, series A or series B startup that provide remote work, good benefits and a decent salary.

like

I read this super interesting article about how big companies like Toyota are investing in social-emotional training for their employees and seeing massive benefits. I actually think this could be a whole separate class for students of all ages. Learning about conflict resolution, growing your own self-regulation skills...it's really important.

likeupliftingsmart

Received offer from UBS at last moment. I have just 1 week to decide. Both Offers are same. Please help to decide
Credit Suisse Vs UBS
Comparing WLB, Pay & Bonus, Onsite Opportunities, Employee Benefits, Leave Policy YOE - 10.5 Yrs (.Net)

Current fantasy is to retire at 45, get my MLS, and become an elementary school librarian. What would you do to pass the time in early retirement?

like
like

How much is a good amount (% wise) to be putting into your pension pot? Would be good to hear at different salary brackets!

like

Hello London 🐠

If you’re working in Life Sciences / Healthcare and know if you’re firm is hiring and open to visa sponsorship please do let me know. I’d really appreciate any referral / leads. Thanks so much!!

like

Any of you have parents who have never invested in the market or set up 401k all this time? They are very close to retirement (in a couple years) but I am shocked that they’ve kept their life savings all in a checking account😭 just found this out and don’t know what to do

like

What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

like

For any Alvarez and Marsal fish, how has your work life balance been? Very interested in hearing from those in their healthcare industry group, but anyone is welcome to respond.

like

More Posts

When you walk in Friday morning to a dumpster fire of a file (that you’ve never worked on before) sitting on your desk, with no note or email to go with it. It’s as if I’m supposed to magically divine what to do with it. 🤦🏼‍♀️

like

I am trying to move from finance (IB tech) to fintech and have 15+ years of experience. I get a feeling my number of years of experience is working against me as all the companies want is young blood. Am I right in thinking this - what can I do to fix it other than reverse aging :-) ?

like

What do y’all think about the new Copyright Small Claims courts that will be set up within the year?

Anyone have insight on Verily? Great mission, but online reviews from employees are awful. Are things turning around for the better?

like

Need some advice here. I am a fullstack developer with 5 yoe in Angular and Python. My aim is to crack FAANG companies.Now I got an offer from HSBC in a credit risk model monitoring role using Python.It is close to a data engineer role.

My question is that will it be a good idea to shift from development role to a model monitoring role if I want to move to FAANG in the future?Or does FAANG not prefer people who are not in core development roles?Amazon Microsoft Google Adobe PwC EY Citi Barclays JPMorgan Chase

like

I’m a manager and one of my direct reports makes more than me. It really bothers me. Anyone else been in this situation before? What’s the best way to handle it?

like

Is there any not very expensive black tie gown shops near Toronto downtown? New to the city and office party has black tie dress code!

like

2 years out of undergrad and have a 758 credit score. Never missed a payment and was never late on one. How do I increase my available credit balance? It’s $10k on my card right now, I don’t need funds for anything, just would like to see it rise in case I ever do down the road.

Anyone feel like your job sees you as "one of the good ones?" It hasn't explicitly been said, but I'm one of the only Black attorneys at the firm and I think my white colleagues and partners see me as an example of how Black folks "should be" cause I mind my business. Basically I feel like a token, and I don't know how to shift that idea while staying professional.

like

Get me a job in Google please

like

Learning cloud architecture right now so apologies if these are obvious questions: Best ways to store video metadata to perform analysis on it? I'm looking at AWS and GCP. Saw that Cassandra would be good for it, but not sure what the GCP equivalent is? But also I'm a bit confused on if Cassandra is just a DB and storage would need to be elsewhere? All help is welcome! I've been spinning my wheels on Google trying to understand

like

How different are the physical requirements for men vs women? I'm thinking of the Navy specifically but would welcome insights from any branch of the military, thanks

like

Stuck on O-1. Anyone here successfully applied for the EB-1A green card? Would love some insight.

like

Any good photographers for a birthday shoot in Portland,Oregon?

like

Should all the on-site interviews have a feedback of "hire/ strong hire" in order to proceed to HC?
What if one of rounds was not up to the mark?

like

Anyone here from Canada, who went through TN Visa process recently with Google, that can share their experience and timeline of getting the visa? I am planning to take some time off to wrap up relocation related stuff and manage notice period as well so it would be good to get some insight on timelines. Would be great if people here who went through the process can share their experience!

like

Noogler question: are approved Amex expenses from concur directly paid by google to Amex? Or I gotta to pay? My expense was approved but has not yet been fully received in my account..

like

Hi,
My date of joining in TCS is 16th November 2022

- Will the onboarding be virtual or physical?
- How many days would it take before I get a laptop and start working?

like

Hi Fishes, Had salary discussion today with TCS HR but he stated that he would seek approval and approval takes 8 days for my expected CTC and for the designation, so is there any hope that they will offer or it's a waste of time waiting for them

like

Only two weeks left in my joining Salesforce and i still haven’t received any communication from HR. No laptop or any sort of joining kit. Am I being over anxious? Should I call HR last thing I did was update government proofs etc on workday Salesforce

likefunny

Additional Posts in The Worklife Bowl

Best books on entrepreneurship? Trying to find a good birthday gift for a friend thinking of starting his own company and exploring business ideas

like

Woke up today and momentarily thought it was Monday. Then realized it’s Sunday. That was the best feeling 💪💪❤️❤️

like

Is anyone’s company offering to pay portion of your rent as home office expense? Especially if company is no longer paying for commercial office space?

like

I was laid off last week due to COVID-19. I know it’s hard to find companies hiring for their tax department right now. But please message if you know of any job opportunity. I’m in SE FL.

like

2 years out of undergrad and have a 758 credit score. Never missed a payment and was never late on one. How do I increase my available credit balance? It’s $10k on my card right now, I don’t need funds for anything, just would like to see it rise in case I ever do down the road.

Trying to reschedule CIA exam that was canceled due to covid19. There are dates open in early May. Thoughts on if that will end up being canceled too due to lockdowns? In PA.

like

Kearney do you all get tracked and reviewed against utilization numbers during performance review?

like

I have a confession to make.

likehelpfulfunny

Are more massive layoffs coming? What industries (in-house/ecomm) are safest right now or during a recession?

like

Confused if parents want schools to reopen or not? I read so many posts here about how difficult it is to work full time and manage kids’ at-home schooling (I can’t even imagine!) so would assume that means parents want to reopen, but at the same time keep seeing a ton of backlash from parents in states who are pushing to reopen due to safety reasons. What’s the general consensus?

like

What would be the first thing you do after this pandemic over?

like

Think this guy is pulling out early

Post Photo
likefunny

PLEASE everyone don’t ever leave rat poison on a sidewalk. It’s the second time in one year that i caught my dog (beagle, so you know...) chewing on it. This time we got lucky. No one likes rats but ffs people, you are killing dogs too.

Post Photo
likehelpful

I have a very poor relationship with my parents, we don’t speak. My wife and I want to change our name to have no connection with them. Has anyone done so? What’s the process/ how much of a pain is it?

likefunny
like

Most exotic name you’ve heard: drop below!

like

Deloitte UK - does anyone know the salary band for Manager role in Technology and a Senior Manager in Technology Risk Management? A rough idea please?

like

I need to spend my $500 wellness subsidy before May. Any ideas? Peloton is too expensive don’t want to spend that much.

like

Drinking more during this. Was a way to unwind, to alleviate depression and exhaustion working late daily, nonstop weekends for months. Now worried by the stomach pains and how to stop myself.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal