Lisa Wright

USA

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Anmeldelse av ShareBuilder 401k


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I loved my experience with ShareBuilder…

I loved my experience with ShareBuilder 401k. My plan was simple and easy to maintain. When I left my job, I had questions about rolling over my plan and had to call customer service. The representative extremely pleasant, helpful, and communicated everything very clearly. I had been putting off that call because I was confused about the topic, but they made everything super stress-free! Now that I own my own business, when I set up a 401(k) plan I would absolutely use ShareBuilder 401k as my provider.

29. januar 2025
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Svar fra ShareBuilder 401k

Hi there,

Thank you for the thoughtful review! We're so glad we could make your rollover experience smooth and stress-free. We’d be honored to support your 401(k) when you’re ready to start with your own business!