I've had my Nabers Group Solo 401k plan for going on 4 years now. They continue to release new software tools making it easy to manage my own 401k plan. And their customer service is excellent.... Ver mais
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Veja o que dizem as avaliações
I have 3 different accounts with Nabers and after a difficult situation they looked at intended new policy and decided to not go that direction. Rather they will hold my accounts as legacy ‘plans’ at... Ver mais
A empresa respondeu
I am still not setup. Playing phone tag with my rep. Need guidance on setting up the accounts and how to effectively use the trust and LLC. I think Nabler's over estimates the knowledge of the self em... Ver mais
A empresa respondeu
I miss talking to a real human. Nabers has a fine product offering, however, I was very disappointed during the set up process to discover that the rep who sold me on the Nabers experience via the ph... Ver mais
A empresa respondeu
Detalhes da empresa
Informações de contato
14362 N Frank Lloyd Wright Blvd, Ste 1000, 85260, Scottsdale, Estados Unidos
- 877-765-6401
- info@solo401k.com
- nabers.com
3,9
Muito Bom
273 avaliações
Sem histórico recente de pedidos de avaliações
Esta empresa não convidou os respectivos clientes recentemente, portanto as avaliações podem não ser representativas
Respondeu a 100% das avaliações negativas
Normalmente leva mais de 1 mês para responder
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Had an issue with logging in.
Had an issue with logging in and Chelsea, helped me get it resolved. She asked the right questions and provided the right answers. Thank you Chelsea
5 de dezembro de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you for your review, CD. We're glad to have Chelsea on our team and that she was able to help you resolve your issue. Her customer service skills are top-notch and we appreciate her dedication to helping our clients.
If you ever need assistance again, please don't hesitate to reach out to us. We're here to help!
GREAT: I was going to contact support to…
I was going to contact support to rollover funds (because I forgot how I did it last time), but found it was literally a click away (select your current 401k from a dropdown/list box) and Nabers created the documents/pdf for me.
It's actually harder to change your phone number with them than get faxable documents.
You do need to make it easier to change your phone number...
1 de dezembro de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you for your kind words and feedback, Fred. We're glad to hear that the process was easy and that you found our customer support helpful. We'll pass along your suggestion to make it easier to change your phone number to our team. Thank you again for choosing Solo 401k!
Great Fiduciary!
Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted us to a pending liquidity issue with Gemini's Crypto Earn program, allowing us to pull our funds out before they got locked from withdrawals! Great Solo401K Trust provider.... don't think twice.
18 de novembro de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you for choosing Nabers Group as your Solo 401k provider, Jeff. We're glad to have been able to help you out in a time sensitive situation, and we appreciate your kind words. Our support team is here to help with anything you might need, so don't hesitate to reach out if you ever have any questions. Thanks again for choosing us and we hope to continue providing excellent service for years to come.
Review
Overall, the experience was a very positive one. The information is good. Josh did well in the "interview."
There are way, way too many emails, starting with the reminder for that interview and subsequent to signing up.
5 de outubro de 2022
Resposta da Nabers Group
Hi Bob, thanks for your feedback. Our meeting scheduler does send a 24-hour reminder, 1-hour reminder, and "starting in 10 minutes" email message. I'll pass on your feedback about the number of emails to our team. We want to make sure that we're providing enough information without overwhelming our users and we'll work to strike the right balance. We're glad the experience has been positive and look forward to continuing to support you and your Solo 401k!
Just started working with Nabers Group…
Just started working with Nabers Group to get my Solo 401K Plan and Trust setup and they did an excellent job and made it very easy to get everything completed. The banking setup for our Solo-401k Trust account with their recommended bank and their staff was the most pleasant banking experience I've ever had.
Overall, so far they have been a delight to work and hopefully it continues to be so.
7 de outubro de 2022
Resposta da Nabers Group
Thank you for choosing Nabers Group to help you with your Solo 401k, Ford. We're glad to hear that everything has gone smoothly so far and that you've had a positive experience with our team. We hope the rest of your experience with us is just as great!
Nabers is outstanding!
Nabers is an amazing platform for Solo 401Ks, the team is outstanding, helpful, and always keeping our best interest at heart. Of course, they always encourage us to consult with SMEs if we have specific questions about our own unique situation. But the wealth of knowledge and guidance at Nabers is stellar. Kudos to Josh for answering all our questions. If anyone is considering a Solo 401K platform, I highly recommend Nabers Group. Thank you Nabers!
28 de setembro de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thanks for your kind feedback and 5-star review! We'll keep working hard to make our tools even more robust so using your Solo 401k is fast, easy and (hopefully) more profitable than ever!
Chat help is actually helpful! (contrary to the norm)
I don't particularly like chat customer service, but I have to say that the help I got through chat at Nabers.com was fast and attentive. Great job! Seems like a small but dedicated and well-informed crew over there.
30 de setembro de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thanks for your great feedback and I'm glad to hear the chat was helpful. Our (real people) team is happy to help get you answers quickly and completely through the online chat at Solo401k.com. Glad the chat exceeded your expectations and please keep the feedback coming!
Excellent customer service
Excellent customer service, great intuitive website to access all your 401K PDF documents, and an awesome resource of all investing options at your fingertips.
12 de setembro de 2022
Resposta da Nabers Group
Thank you for yoru great feedback, Nick. We're working hard to develop tools that make investing through your Solo 401k even easier and faster!
Outstanding customer service
4 de agosto de 2022
Resposta da Nabers Group
Thank you for your kind feedback. Happy to be here to support you in taking control of your financial future!
You charged me a set up fee And an…
You charged me a set up fee And an annual fee. Now you demand a monthly fee also to keep in compliance. What is next, a daily fee? I worked on your 5 minute set up for over an hour then I transferred my funds to a bank IRA. Zero star rating was not available.
31 de julho de 2022
Resposta da Nabers Group
Hi Gladys, appreciate your feedback and happy to clarify our pricing structure. If you are a legacy "docs only" user, you pay a flat setup + flat annual fee. If you are a "fully featured" user, you pay a flat monthly fee. You never pay both. If you accidentally sign up for a 2nd service you don't need, we proactively refund you. I don't see your name in our client database, but our policy is to only charge our users for one Solo 401k plan.
If you think your 1-star rating was an error, we invite you to revise the review. Thank you.
Made transitioning to new custodian and…
Made transitioning to new custodian and reinstatement of plan very simple
29 de julho de 2022
Resposta da Nabers Group
Thank you for the feedback! We'll keep working to build tools that make the plan even easier to use!
Nabers are very supportive and…
Nabers are very supportive and professional. I've been working with them for years, I highly recommend them!
26 de julho de 2022
Resposta da Nabers Group
Thank you, Maria. We have loved working with you and are so glad to continue to be on this journey with you.
Great product and customer service
21 de julho de 2022
Resposta da Nabers Group
Thank you, Jamie! We are here to continue to support you and will work to make our product even faster, better, and easier to use!
I find Nabers always very good
I find Nabers always very good! Their people are wonderful and their tech is innovative and helpful.
21 de julho de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you so much for your feedback, Darrin!
The web based fillable form did not…
The web based fillable form did not allow corrections during input. Thanks.
16 de julho de 2022
Resposta da Nabers Group
Thanks, Joe. During the IRS required restatement, we pre-populate your current 401k plan info to ensure data integrity. However, we always allow you to amend addresses, phone numbers, etc. If you have anything else that needs editing, please reach out and our team will make that happen for you right away!
Great experience opening
Great experience! Wasted two weeks waiting for Chase to approve the 401k Trust Docs. Sent the docs to Solera National Bank (bank listed as partner to solo401k.com) and they opened the account in two day! Solo401k was great but just a few too many email back and forth to figure out what the next steps were to do.
12 de julho de 2022
Resposta da Nabers Group
Thanks for your feedback, Howard and I'm glad things worked out with one of our partner banks! We're continuing to build tools to streamline the process to make getting things done (faster) even easier.
I’ve just started the process of…
I’ve just started the process of getting squared away and so far it’s been the best experience! I was able to schedule a quick call with ilana and she was able to help answer my questions and has continued to do so through email. Definitely reassuring knowing there is someone available to help!!
1 de julho de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you Davey! You're doing a great job and we're so glad to be here supporting you.
The Nabers group is beyond exceptional…
The Nabers group is beyond exceptional in hand-holding during the establishment process and being available (quickly) to help answer any ongoing questions I had. Setting up this new Solo 401k was an entirely new process for me and I had a lot of questions along the way. There was always someone at Nabers to help me in a fast and friendly way. They are also on top of things as it relates to tech, so coordinating the paperwork is mostly done digitally and was not very taxing.
30 de junho de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you, Scott! You had great thought-provoking questions and we are glad to be here to support you. We'll keep honing our tools and our tech to make things even easier. We love to make things as "one-click" as possible.
I have called Nabers a number of times…
I have called Nabers a number of times through the years to clarify questions that come up regarding my SOLO 401K. They have always been so helpful, kind and patient. I’m hesitant to recommend businesses to friends and associates but Nabers is one I am happy to share with those interested, without reservation.
23 de junho de 2022
Avaliação não solicitada
Resposta da Nabers Group
Thank you for your great feedback. We're proud to be here to support you in using the best Solo 401k in the industry. And we tip our hat to YOU for taking the leap to control your own financial destiny. Glad to be on this journey with you.
Confusing process
My husband, son, stepfather and I all have opened new LLC accounts and IRA accounts. We have all had issues and confusion with the process.
23 de junho de 2022
Resposta da Nabers Group
Thanks for your feedback. I think there was some confusion with your IRA custodian which we've cleared up. Your IRA LLCs are up and running and ready to use! Please let us know if you have any other feedback, and we'll be here to help.
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