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Benefits reviews
11-20 of 20 Reviews
5.0
May 23, 2018
Anonymous Branch Manager
Current
Woodbury, New York State
Great investment options and company contribution
1
5.0
Oct 6, 2017
Anonymous Regional Vice President
Current
Bellevue, Washington State
Between the 401(k), stock purchase plan, and the book of business the advisor controls, there are many great ways to build equity for the future.
5.0
Aug 22, 2016
Anonymous Financial Advisor
Current
Houston, Texas
very good, based on equity, complicated but amazing.
4.0
Jun 26, 2016
Anonymous agent
Former
Baton Rouge, Louisiana
Excellent choices to choose from
1.0
Jun 17, 2016
Anonymous Manager
Former
Jersey City, New Jersey
There is no retirement plan.
4.0
Oct 12, 2015
Anonymous employee
Former
Fort Worth, Texas
Pension is going away, but the 401(k) match and fund choices are second to none. Also, the expense ratio within funds are extremely low.
1
4.0
Aug 31, 2015
Anonymous Financial Professional
Current
Lancaster, Pennsylvania
Very supportive with many options and investment choices
5.0
Jul 26, 2015
Anonymous employee
Current
Exton, Pennsylvania
401k with company matching 140% of first 5% you contribute, plus an extra 3% at the end of each year subject to company performance (they have given it each year I've been here, which is a few years). Pretty good low-expense fund options. 3 year vesting period (1/3 gets fully vested each year).
5.0
Jul 15, 2015
Anonymous employee
Current
Columbia, Maryland
There are a few programs that fall under the Retirement Plan, all focused on helping the advisor grow personal wealth.