I am seeking a financial professional adept in retirement planning, specifically 401k, to provide in-person training at my office.
Key Aspects:
- Comprehensive understanding of retirement planning strategies and tools, with strong expertise in 401k plans.
- Ability to communicate complex financial concepts in a clear and understandable way.
- Preparation and delivery of engaging, concise in-person training sessions.
Ideal Skills and Experience:
- Proven experience in Financial Planning, ideally with a focus on retirement planning such as 401k.
- Familiarity with corporate training programs or similar educational sessions.
- Strong communication skills and comfortable with face-to-face delivery.
Please ensure you can commit to travelling to my office location for the duration of the project. Looking forward to your proposals.
you need to provide training on US retirement process
that is possible only if you know the following
Understanding Employee Retirement Income Security Act (ERISA) rules and Internal Revenue Service (IRS) plan documents.
402g, ADP/ACP, 410B, 415, 414s, 401(a)4, 416 tests.
Preparation of 5500 forms, schedules, 8955-SSA & 5558.
atleast you should have worked in this industry with 5+ years of experience
Hi sir, I am from Chennai and having 12 years of experience in an accountant firm, I have gone thru your requirements and I am ready to take the project before that I have to mention that I'm well-versed with Indian accounting and finance but limited knowledge on US accounts, that doesn't mean I am incapable for the project, I normally sharpen my skills based on new new projects I took.
I hope this message finds you well. I came across your request for assistance with entry-level data entry tasks and I believe I possess the skills and dedication necessary to support you effectively in this capacity. With a keen eye for detail and a commitment to accuracy, I am confident in my ability to contribute positively to your project.
What is your risk tolerance, investment goals, and timeline until retirement. So that can be invest in veriety of mutual funds, index funds, and target-date fund
Yes I am very happy to be part of freelancer to win at the bidding , very exited and extremely happy to say that have similar experience and skills which will helpful to reduce the time and effort.