Based on authentic user experiences
Ro
6776 reviews
N/A
6 months ago
exspensive services more then
exspensive services more then competitors who care more about their customers and agressive sales tactics
6776 reviews
N/A
6 months ago
The company did mistakes in 401K
The company did mistakes in 401K funding closure and currently dealing with IRS to clean up their issues On repeated follow up by email or phone the company is completely non-responsive
Stacie Wissler
6776 reviews
N/A
6 months ago
Trying to close 401k
Trying to close empty inactive 401k now for approximately 6 mos and their responsiveness is abysmal Have to keep prodding calling emailing and days or weeks before they respond But their monthly fee is right on time every month They are not good trusted partners
AF S
6776 reviews
N/A
6 months ago
Do not do business with them
Have been with them for a long time out of necessity and needing record keeping services for the 401k plan I have watched the customer service go downhill in the last 3 years The people over there take forever to get back to you and honestly do not seem too smart They are constantly trying to upsell more services It s difficult to get a real person on the line And they ve made mistakes with my plan Now I am rolling back my 401k plan and they are even slower Agree with other comments I had some documents they gave me to sign and I needed to crop and reformatted them myself before signing They are either total incompetent or maybe ever worse intentionally slow to get another month of fees I would not recommend doing business with this financial organization
