Incredibly frustrating
I had an incredibly frustrating and stressful experience trying to get information to transfer my 403(b). This company is completely unreachable. I left four separate voicemails on their main line and sent three follow-up emails over the course of several days, and not a single person ever called or wrote back.When you are dealing with your hard-earned retirement savings, being completely ignored by a financial institution is unacceptable. In the end, I was never able to get ahold of anyone here. I had to bypass them entirely and get the necessary information directly from my 403(b) plan administrator just to move my money.If you value communication, reliability, and peace of mind regarding your finances, look elsewhere. Their lack of customer support is highly unprofessional.








