Fred
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...
Response from Nabers GroupDec 7, 2022
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!




