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September 2024 by Kim L.
Do not use this company. It took 2 months for my 401k to roll over. During this time, my money was completely unaccounted for. Even after sending a letter from the rollover company, it still didn't get to where it needed to go for another month. During this time there was no trail for where my was. It just showed a $0 balance in my account.
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November 2023 by Eric Johnson
Horrible. Hidden fees, poor communication, most employees need to take a customer service class. Wish it had worked out - gave them multiple opportunities but continued to let me down. Very disappointed and sad over this.
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August 2023 by L Wallace
Would not transfer directly to rollover custodian. Then charged $30 to close account and another $30 for "trustee to trustee transfer" even though they mailed check to me.
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July 2023 by Billy Merfeld
Sometimes I wonder if this is a real company or someone running services out of their garage.I've emailed them several times, and I received responses initially within 48 hours. Cool, it's to be expected. I've now been waiting on a response for a week.This morning I logged into my 401k account without issues. This afternoon, on my first attempt, it locked me out. I had no failed attempts between this morning and this afternoon. I called, and after waiting on hold for quite some time my call was answered. To verify my identity, they started asking questions about my relatives. When I told them I wasn't answering questions, they said if I didn't answer they wouldn't unlock my account.I'm not the only employee that has had issues with Go-Retire. It seems like such a big step down from our previous 2 401(k) providers.
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May 2010 by Kenny H
Pension and 401(k) services are incredibly important to employee satisfaction and employer well being. EPIC does a great job making sure that their 401(k) and profit sharing plan run at top speed and that they are on top of any recent gov't regulation changes and industry knowledge! The price is also great.
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April 2010 by Kenny H.
The best 401k record keeper and administrator in NY. They do a lot~ 401(k) Administration and plan document strategies such as cross-tested, age weighted, safe harbor 401(k), Cash Balance, Money Purchase, and almost all other types Defined Contribution Plans.
