Extremely disappointing services. They have consistently made errors, turning what should have been a straightforward process into a stressful and prolonged experience. After leaving my previous company, I needed to transfer my retirement plan. Initially, I called to inquire about some account details, and I received incorrect information. I only discovered this mistake when the new company's institution flagged it while verifying for me. When they sent the check, my information was missing, preventing the new institution from linking it to my account. I had to reach out to the company again to request a reissue of the check. They assured me they would inform me once the new check was sent out so I could submit another rollover form before it expired. Unfortunately, they never followed up, and I missed the deadline because the check arrived first. I’m not sure what kind of training their team undergoes, but it's clear they lack the necessary knowledge.
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Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.
