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

Lol y'all calling yourself a homebody goin' take a whole other level of meaning after this

Folks at KGS- Are you shifting back to base locations? Really mandatory? :(

Does anyone have a fair idea what the salary range for a Director of Acquisitions in San Diego would be?

Happy Halloween! Who says Financial Professionals are not creative? Share what you dressed up as for work today?

I am a salesforce developer, I want to do salesforce admin stuff on the side. Its usually super easy and I could probably do like 10 hours a week of work. But idk how to find some business to hire me for like 40 hours a month. Small shops aren't usually using recruiters I would think?

Recently obtained my aPHR and I’m considering next steps in advancing my career. I am eligible to sit for the SHRM-CP presently and will not be able to sit for a PHR until 09/2023. Any pros/cons with either certification? Should I wait to sit for PHR or go for SHRM-CP now?

Has anyone had experience with commission checks being deducted for not meeting 100% attainment?

Backpack suggestions that can be used for office/travel?
Something to keep my electronics, wallet and maybe 1-2 books in

Does anyone recieve there salary for hdfc bank today??

Do we have any ZS Music club, where like minded people can meet/discuss/practice/jam music?

Has anyone let their work performance suffer to get through the CPA? I can't commit my whole life to work right now and I am really falling behind.

Any good business/consulting books on amazon kindle that y’all have read that has helped you in your job?

Hi fishes, could any one help me on how to withdraw of money and how much can be withdrawn ?

I matched with a guy and we initially agreed to meet for the first time this coming Friday. Last Wed, he sent two messages on the app with suggestions but I wasn’t able to text back until Sat because I was traveling. He unmatched me. Am I in the wrong here? How often do you text people in the talking stage? (F in early 30s here)

My company is hiring for java developers, anyone interested please reply me
Company name : BETSOL
Location : Pune, Bangalore

Hi fishes, if someone wants referral in cognizant feel free to Dm me with the job id.

Our bonus payout is next week. If i put in my two weeks notice now, will I get my bonus still?

Which firms do good actuarial work for cash balance plans?

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

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

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

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?

How do you get appointments with plan sponsors? They are hard to get in contact with and then 401(k) seems so low on their priority list or they "are happy with" (don't know about) their plan.

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?

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

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 ?

With social security potentially running out, why couldn’t it be an option for the govt to put $5k for every baby that is born in a year into an account Invested in a govt share class S&P 500 fund. Historical average is 10%+, which would provide roughly $2.7 million for a baby born today. Eventually, this would eliminate the need for soc sec tax, and would only cost $18 Billion a year instead of several trillion a year being deposited into the trust.

I am currently working with a few 401k plans as their advisor on various platforms. If I end up going to an RIA, how do I handle this business?

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

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

So are there any members of this thread that manage retirement plans?

Are u allowed to be an insurance agent while at PwC

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.

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?

I’m finally taking steps to move from a service role into production. Nervous but excited. 401k plan background, so I plan to approach this market as a 401k specialist advisor. Best prospecting tips?

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