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

Exit opportunities for a lawyer? Senior level and manager level.

Please share whether or not your firm is offering hybrid work arrangements to support staff.

What's the point of asking to write code in an interview, if all we do is search in google or stack over flow. 🤔

Hi all, I have been practicing for 5 years (admitted in NY & NJ) and recently went in house. I just started a side business of writing blog posts for firms or solo practitioners. DM for more info!

This may be a broad question, but what would you describe as 1st year associate work? 2nd year? 3rd? And partner work?
Also would like to know size of firm in responses.

Considering a move to UAE and Inhave to major questions:
- How is the SC work life balance?
- I am coming from Europe, is there a big cultural shock?

Thanks!

Friday evenings lost their mojo during WFH!

I have a business idea in the VR/AR space utilizing AI. However, I lack skill sets to evaluate viability or to create an MVP. Neither do I have a network to tap into.

My plan is taking classes to deepen my knowledge while joining and actively participating in communities to find collaborators.

Does this approach make sense or do you recommend other approaches? If it makes sense, do you have any recommendations for classes or communities?

Look forward to hearing your experiences and wisdom!

Hello, How many public holidays in MasterCard? Is it same like other banking firms ?

Any ideas for an end of year team building event? Other than a pizza party?

Has anyone done the MIT masters in business analytics program? If so, please message me

What level is about 140 base at your firm? I’m at the in industry and wanting to know what that would be in consulting. Thank you!

Does Deloitte do H1b extensions in premium?

Hey guys! How much PF does someone retiring from NTPC get these days?

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?

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

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

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

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?

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

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?

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

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

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

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.

Are u allowed to be an insurance agent while at PwC

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

recently hit the one year mark with my company and wanted to see about negotiating a raise, was curious to see what other people were getting paid for a similar role. I handle inbound calls for 401Ks and Pensions, processing transactions and investment changes. Currently at $60K a year. What are people making at other places working something like this?

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

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

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?

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

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

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