401(k) Software Discussions

All 401(k) Software Discussions

Posted within 401GO
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What do you like most about 401GO for managing retirement plans, and what could be improved?
Posted within Guideline
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What is Guideline used for?
Posted within 401GO
0
What is 401GO used for?
Posted within ForUsAll
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What is ForUsAll used for?
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What is Transamerica Retirement Solutions used for?
Posted within Ubiquity Retirement
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How much should I have in my 401k?
Posted within Ubiquity Retirement
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Is Guideline a good 401k provider?
Posted within Ubiquity Retirement
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What is ubiquity com?
Posted within Ubiquity Retirement
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Who owns Ubiquity retirement?
Posted within Gusto
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No direct access to Customer Support unless you are the Gusto account holder. Our company has received many thousands of dollars for unspecified clients from Gusto and we have not been able to have anyone on the phone locate and give details of the monies they direct deposited. We will not be... Read more
0

Do you support direct indexing?

Posted by:
Sarah M.
SM
0

What billing structures are available?

Posted by:
Sarah M.
SM
0

What's the minimum to get started with custom portfolios, and how many asset allocations can a firm include?

Posted by:
Sarah M.
SM
Posted within Ubiquity Retirement
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I'm so excited to now be able to offer a 401k to my employees. As we grow, I'd love some feedback from other G2 users on how 401k offerings can help secure and attract long-term employees.
Posted by:
Anna M.
AM
Posted within Human Interest
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I've been on hold for almost half an hour. There's no such thing as support for this company. I put out a customer support request over a week ago and it still hasn't been responded to.
Posted by:
Verified User
G2
Posted within Human Interest
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Please provide a flyer or list of services to send to clients who are interested in having a retirement provider. Thank you!
Posted within Human Interest
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My 401k was switched to Human Interest this week, after I was completely blacked out of all access to my account for 6 weeks. I did not receive notification of this process, and was unable to manage or reallocate any of my assets during those 6 weeks. After being a plan participant for so many... Read more
Posted within Human Interest
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Human Interest's company have hijacked my assets without notifying me. For one month (so far), they have rejected my attempts to view, manage, or withdraw my own assets from them. I never authorized Human Interest to take custody of my assets, and was never informed of their intention to do so.... Read more
Posted within Human Interest
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Wanted to know how is your experience with Human Interest integration with your payroll? How you validate Human Interest is applying the contributions correctly.
Posted within Guideline
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Posted within Guideline
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Yes, you can use this as the owner and reap the benefits of whatever company match you decide to offer.