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Retirement Plan Advisors

A place for those who work with employer sponsored Retirement Plans to meet and discuss the industry.

628 members
  1. Personal Retirement Consultant

    Salary range is $64k - $112k for this position at Empower. I don't work there but have applied in the past for this role. As for the powerpoint, I would create your own if you have time. Otherwise, fi...

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    2
  2. works at TIAA

    Hello Folks, I am interviewing for Retirement Plan Counselor role with Empower. I have been asked to present a PowerPoint, they sent me basic PDF, not sure should I create my own ? Any thoughts on wha...

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    2
  3. Manager

    Anyone with Ascensus (Newport) that can shed some light on benefits/corporate culture?

    2
  4. Financial Advisor

    Transitioning from 4-Years at Northwestern Mutual as an FA to RPA at Empower. Any advice? I'm in the 3rd round of interviews hoping to hear back that I made it to the 4th round (hiring panel).

    1
  5. Account Manager

    Are you by chance familiar with stocks/crypto trading, where you earn massive profits on a weekly basis.for more information DM me on Telegram https://t.me/TheChartGuysBTC

    4
  6. works at New York Life

    Secure act 2.0? Thoughts

    3
  7. Retirement Plan Specialist

    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 d...

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    3
  8. avatar
    Nian Zhen Shao

    As we all know money doesn’t grow on trees, it can grow when you save and invest wisely. Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life mo...

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    3
  9. Retirement Consultant

    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...

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    2
  10. Managing Director

    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!

    2
  11. Retirement Consultant

    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.

    2
  12. Financial Advisor

    Anyone works or has worked as a Director Retirement Planner at Fidelity can provide some insight into the role?

    1
  13. works at NLADV

    What are your best and worst sources for leads/marketing? What do you like/dislike about them?

  14. works at NLADV

    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?...

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    1
  15. Managing Director

    Hey all! We are looking to add to our retirement plan services team. This is an admin/support role with no sales goals or cold calling. We are a $15b RIA with a $400mm retirement plan book to support....

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    1
  16. Financial Planner

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

  17. Account Executive

    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 u...

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  18. Financial Advisor

    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. Hi...

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    1
  19. works at Alpha Squared, LLC

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

    2