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How Zintro Works

  1. 1. Provide a clear description of your needs and your expectations of an expert, consultant or job candidate and Zintro will match it with the most relevant professionals in our platform.
  2. 2. Within a day or two typically 6 - 12 Experts, who have opted-in, will contact you with a brief explanation of their qualifications and how they can help.
  3. 3. You can communicate back and forth, qualify each other, connect and pay fees to Experts through Zintro.
  4. Zintro is free, anonymous and without obligation.

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Recent 401(k) Inquiries

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401k Managed Accounts Services

We are looking to speak to multiple experts who have experience with 401k managed accounts services. The ideal expert preferably has over 5000 employees or over $500m 401k plan size and generally within the hr, benefits, treasury, or investment committee functions. Can be executive level or more junior as long as they have experience in the decision process. Someone who has experience with the 401k managed accounts service financial engines, fidelity, or morningstar would be a plus. This will be a 1-hour paid consultation. Please give a brief description below to ascertain fit. 1. Does your company utilize a 401k managed account service for which you were part of the decision/evaluation process? 2. How many employees does your company have? How many 401k plan participants do you have? Please give a brief response. 3. When is the last time you/your company evaluated 401k managed accounts service providers?

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    Allyson |Executive Consultant

    Hi, I was the executive in charge of building and distributing managed accounts to our 401(k), 403(b...

    57 Minutes Later
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    James |Managing Partner

    I ran Fidelity's 401(k) business for two years and was directly involved with the Managed Products G...

    2.3 Hours Later
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    Allan |Managing Consultant

    To whom it concerns, I do not have over 5000 employees but consider myself a SME in the 401K space....

    2.3 Hours Later
+17 Other Responses
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Financial Planning Practices

I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. We are an authorized zintro partner. We would like to speak with experts who can share their perspectives on the income tax environment and industry trends concerning personal financing and retirement planning in france. They would need to represent one of the following categories: financial service company small financial accounting firm large corporate company we will be conducting discussions with leading experts and we hope to find such available for а 60-min call to share their thoughts on the topic. We are interested in speaking only with experts with current experience, based in france and with knowledge on the local market. We would be happy to offer a flexible compensation for your time and insights. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this.

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    Ljubica |Manager of Accounting & Finance Affairs

    Interested, 15 years of expirienc in accounting finance, erp system, auditing, controlling, budgetin...

    1.9 Days Later
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    Sébastien |Co-founder

    I do correspond to the description you are looking for....

    2.2 Days Later
+3 Other Responses
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Retirement Plans

Registered investment advisors that help consult on retirement plans that go out to bid. Looking in the dallas, tx area

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    David |President

    My practice focuses on business retirement plans. I use network of unbundled retirement plan experts...

    39 Minutes Later
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    Mark |Partner

    Good morning! Are you seeking an RIA that works with plans such as an independent RIA who can advise...

    4.8 Days Later
+2 Other Responses
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Medical Devices Development

Job title: program manager location: windham, maine this full time job post has been authorized by zintro. The program manager should have many years of experience around managing oem product development programs specific to the optical endoscope medical device market. Assume overall accountability for all aspects of a project and ensure success. Serve as liaison and central point of contact for client, vendors, management and engineering. Apply expertise to coordinate cross-functional project team activities, ensure timely completion of tasks and deliverables, and meet project deadlines and objectives. Advise the product engineering team on decisions regarding which deliverables are critical to the success of the project and prioritize accordingly. Additional details of job description available upon request. **essential knowledge, skills & abilities** • special knowledge, skills and abilities: • demonstrated project leadership for new product development of medical devices • demonstrated experience working within iso 13485 and 9001 • experience managing multiple development projects simultaneously • demonstrated experience with tools such as fmea, risk analysis, time and budget tracking, scheduling, prioritization • excellent written and verbal skills. Must clearly communicate with team members, clients, vendors, and senior management regarding technical details and projects status • good organizational, multi-tasking and team building skills • demonstrated design experience in area of engineering expertise as well as broad practical knowledge of related disciplines • strong ms project user, understand dependencies, critical path • manage internal/external technical resources **must have** • bachelors degree or significant experience in a technical discipline is preferable • minimum 8 years of product development and project engineering experience • many years of experience around managing oem product development programs specific to the optical endoscope medical device market. **we offer** • competitive pay, paid holidays, paid vacations, medical insurance, life insurance, supplemental insurance including: short term and long term disability, accident insurance and hospital confinement indemnity insurance, 401k plan, direct deposit. Please note: we are seeking to hire a full-time employee and are not interested in responses from those only interested in consulting. This job is not eligible for visa sponsorship.

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    Kevin |Consultant

    I am very interested in this position. I have 25 years of medical devices product development exper...

    13.4 Days Later
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    Kranthi |Sr. Scientist

    I have R&D experience and project management. I had IVD and FDA *****ning. Iam interested...

    14.6 Days Later
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    Paul |Zintro Expert

    I am interested, please contact me for resume. ...

    21 Days Later
+7 Other Responses
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401(k) Plan Design

Looking for experts with experience in 401k plan design. Looking to understand the key trends in the market and also best practices related to plan design and implementation. What are the potential disruptors that need to be considered when sourcing for these services? Would also like to know the major suppliers available in the us market for these services by size / market share? Warm regards

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    Peter |Principal

    I can be reached at the email address below regarding the questions ***** the 401-K retirement ...

    5.1 Hours Later
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    Tom |Director & Consultant

    I am a Certified Pension Consultant and an Accredited Investment Fiduciary whinhas been in the retir...

    5.1 Hours Later
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    Walter |Consultant

    Hello, I might be able to help. I worked on various 401(k) ***** my previous employers...

    5.5 Hours Later
+7 Other Responses
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Pension Outsourcing

Need phone consulting on pension outsourcing (pension administration and pension asset management )- europe.

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    Jose Antonio |PMP - CONSULTANT

    I have worked for pension companies both governmental and *****or in my home country Mexico....

    2.3 Hours Later
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    Philippe |Owner

    I ***** first Pan-European Pensionfunds (also for TCN around the globe) centralised in Luxembo...

    18.9 Hours Later
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    David |CEO

    Hello, I am David Gyori and I am writing to you on behalf of my small company, Xallis Consulting, re...

    3.2 Days Later
+8 Other Responses
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Retirement And Online Banking

I am writing on behalf of a consulting firm that conducts expert interviews in support of industry-wide studies for many of the world's fortune 1000 companies. We help businesses answer questions by engaging with the world’s most relevant experts. So far we have delivered over 750 studies with input from over 15,000 individuals. We are an authorized zintro partner. For a current study, we are seeking your perspective on retirement wealth management and online banking solution providers such as cgi's core user interface, business banking desktop or cash management online. Please note that we are only interested in your personal point of view and expert insight and are not seeking any confidential information. We are scheduling 45-60 minute discussions with experts this and next week and are happy to offer a negotiable usd 250 compensation for each interview. Please note that we are handling the standard zintro fee separately, hence the expert is not involved in paying this. If you kindly let me know your contact details (email and phone/skype), i could provide more specifics on the study and standard process. We would welcome any referrals to other relevant experts as well. Best regards, annah

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    Robert |Managing Director

    Dear Sirs, As can be seen from my summary resume on ZINTRO, I have a wide range of business experi...

    22 Minutes Later
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    Robert |Principal

    I am available for this project. We should speak further to review a variety of wealth management pl...

    38 Minutes Later
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    Fabio |Financial Advisor

    Dear Sirs, I'm available for this project. Please be so kind to provide me with further details...

    43 Minutes Later
+12 Other Responses
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Profit Sharing Plan

My father has been fired from his job that he worked for 25 years. He had a profit sharing plan where he incurred over 80,000. What steps do we have to take to receive that money. He is currently 54 years old and we are trying to receive that money. They gave him a distribution form but we do not understand rollovers?

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    Larry |President

    I am an actuary with understanding of the issues presented in this inquiry. The important thing is ...

    6 Minutes Later
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    James |Actuary

    I would be happy to spend a few minutes helping you without any charge. I am an Actuary and have be...

    9 Minutes Later
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    Richard |President

    Do you wish to have a ***** fee for a ***** $250/hr. Also in which ***** you...

    1.3 Hours Later
+8 Other Responses
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Retirement Savings

We're looking to speak to decision-makers at large organizations responsible for decision-making authority on behalf of their organization about broader partnerships and has a high degree of influence to spend on retirement benefits. More particularly someone who has worked in hr or benefits at a senior level with 10+ years of experience. This would be for a 1-hour paid phone consultation. To show your relevance in this space, please answer the questions below. 1. Do you have decision-making authority to spend over partnerships with financial advice providers and/or implementing outsourcing services? 2. Do you have a high degree of influence over partnerships with financial advice providers and/or implementing outsourcing services? 3. Are you responsible for providing investment advisory and retirement plan consulting services to organizational clients? **please note that we are only interested in your personal point of view and are not seeking confidential information. This is not a sales solicitation. All the information you provide us is kept strictly confidential. It is used for classification purposes only.*

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    Charles |Owner and Chief Enrolled Actuary

    I deal primarily with smaller companies so this probably isn't a great fit for me. ...

    58 Minutes Later
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    Alhassan |Vice President, Human Resources - Total

    This applies to me. ...

    59 Minutes Later
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    John |Benefit Architect

    1. Do you have decision-making authority to spend over partnerships with financial advice providers ...

    1.2 Hours Later
+28 Other Responses
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Retirement Plan

Looking for retirement plan consultants

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    Tom |President

    I'm 32 years in the business as a Retirement Plan Consultant. How may I help you?...

    13 Minutes Later
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    Craig J. |Personal Retirement Actuary

    We are an actuarial consulting boutique firm with four actuaries, providing breadth, depth, and high...

    21 Minutes Later
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    Chuck |None

    What exactly is the expertise and experience you need?...

    52 Minutes Later
+5 Other Responses
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Webinar Speaker

We are looking for panelists for our next online information series...Topic = retirement. Panelists will consists of experts in retirement planning, self-directed iras, non-traditional asset class investing experts such as real estate, precious metals, notes, etc. Each expert will be interviewed by our host which will be included in our overall program. The experts will have the opportunity to promote their services to all registrants of the series as well as participant in follow-up product package sales.

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    Mark |Chief Research Officer/ Adjunct Professo

    I've been involved in *****stments for over 20 years. I consult and write research on ass...

    48.8 Days Later
+1 Other Responses
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Pension Plan

Planning to retire from nyc dept of education , under 55/ 25 retirement program and will like an expert to look into my benefits and options.

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    David |President

    Yes Free consult special long term retirement planning. Please connect w/linkedin to set up meeting...

    22 Minutes Later
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    Wayne |CEO

    I am the Director (Emertieus) CSREA Civil Service Retired Employees ***** NYC and have help...

    17.2 Hours Later
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    Kim |Director Employee Benefits

    I am interested in assisting. I've been an employee benefits director for many years and have couns...

    1.9 Days Later
+4 Other Responses
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