Tara L. Tibbetts helped me complete my daunting task of finding fees within our 401k plan. Her customer service and expertise was a delightful experience during a busy and stressful work week....

Many many problems with this supplier: 1. The reporting is incorrect, both in dashboard and PDF reports. Believe it or not: They do not report actual current balances or performance of my...

Terrible choices through my employer's plan, and when Ieft my job Spectrum charged ME for rolling my balance over into another qualified plan. No one does that anymore. Terrible.

I closed my account in March due to changing employers and was charged the $150 distribution fee. I was then contacted over and over to close my account because money was still in there, so after...

Tony Rhee was an excellent source when it came to setting up my 401K today. Not only did he assist in the steps to setting up my profile but helped break down my financial options as well as made...