Part 3 out 4 for my internship position in San Diego for The retirement group 800-900-5867. joined call met with John Jastremski. The interview for intern was intense and lasted a long time. The whole process took over a month.
in order to land the position I had to learn 401k and pension plans for a lot of transitioning employee in a transitioning company. Some of the stuff i needed to apply analysis is northrop gruman, exxon mobile, att, merck, hewitt, and netbenefitsfidelity
Questions were on netbenefits Value investing, balance sheet analysis , Intrinsic Value calculations, DCF, Margin of safety retirement planning and the design of retirement portfolios. I followed Warren Buffet, Seth Klarman Benjamen Grraham and twedy Browne. I used guru focus as a source of reference