
The platform is very easy to use and the onboarding process was straightforward. Plan administration is simple and the interface is intuitive, which makes managing a company 401(k) much less cumbersome than expected. Customer service has also been consistently responsive and helpful whenever questions come up. Recensione raccolta e ospitata su G2.com.
The biggest downside is the investment lineup. The fund options are fairly limited and not especially compelling compared to other retirement platforms. In my case, the portfolio was heavily allocated toward a Russell 3000-based strategy, which felt like an unusual allocation even for an aggressive investment profile. Overall, the investment choices could benefit from better diversification and stronger fund options. Recensione raccolta e ospitata su G2.com.
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