November 2025
Excellent 401(k) record keeper. Great service, very responsive, and easy to work with. Their platform is reliable and the team really knows what they’re doing. Highly recommended.
November 2025
This company is highly responsive and has dedicated teams for both participant and business owners to assist with all things 401k. My 401k account is held with this company and the website has always worked smoothly. No complaints.
September 2025
They mailed our latest statements with our social security numbers on the outside of the envelope. Do not trust these people with your private information! I’ve never experienced such an egregious breach and am moving my money immediately.
