Which firms do good actuarial work for cash balance plans?

Does anyone else here have a career in academia? Is the salary worth it?

I got a offer from HCL.

I have given joining date of my previous company with a difference of 1 week and submitted joining form.

Will there be any issue in BGV.

I am worried about it.

Can anyone please suggest what I can do at this point.

Can I reject project in client interview in CGI if I am not okay with roles and responsibilities said by client or it will lead to escalation?

Salary cut 20% first week the virus broke out, no bonuses this year, and it’s unlikely that we will get that 20% back. Good thing this was my first year and I earned all of 3 months of my salary. 😑

Anyone considering a move to MBB

Does EY let you keep Amex rewards points?

Can someone please refer me to Walmart?
I have the job ids

Felt that I had a great conversation but didn’t get the final round. Recruiter said that it was a tough decision and it might be that I should shoot for a higher level than the one I applied. Has this happened to you before?

Have 350k in cash, have unfortunately been super conservative or rather I would say silly holding money in the bank all this while. What would be a reasonable strategy to invest this money?

So sick of these pat-on-the-back posts on LinkedIn, and the ensuing circle jerk that follows

iOS developer with 4+years experience please let me know if any of the company have requirements

After 3 years in TCS, I'm looking for a job switch. It would be highly appreciated if anyone can provide me with a referral to HCL.

Profile: Data Scientist/ML(Computer Vision, NLP)

Relevant YOE: 2

Nightmare scenario and need your help. I moved into a new place in august knowing I was going to be WFH. Quiet, lots of light.

They just started construction right next to my building with all day noise, including a bull dozer and heavy machinery coming within 6 feet of my window. We’re also on the second floor so I mean RIGHT NEXT TO MY WINDOW.

I also have a bunch of men starting at me all day on too of the noise triggering my migraines. What can I do?

Anyone here that has exited to a retail mortgage or lending strategic in a Corp Dev / M&A role? Would like to hear experiences on work products, culture, etc.

Third year corp associate here. Drafting a contract from a form of agreement and some comments that were provided by the client. It’s taking me !!! FOREVER !!!! Like HOURS for what should be a simple contract. I am spending a lot of time trying to find ways to incorporate the clients vague comments appropriately while also staying consistent with with the form … am I nuts or is this normal?

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

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?

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

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.

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

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?

Are u allowed to be an insurance agent while at PwC

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

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

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.

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!

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 ?

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

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

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!

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.

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

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