I had to restate my documents and also had a specific question regarding a rollover. Chelsea helped me address the situation and verified my restatement was complete. Great experience.
Response from Nabers GroupJun 6, 2022
Thanks for your feedback, Travis. We'll keep building tools to make moving money (rollovers) even easier. So glad your restatement was done in less than 5 minutes, too!
JW
Jason W.
Rachel Nabers & the Nabers Group team are ROCK STARS
Rachel Nabers and the entire team at Nabers Group are old-school customer focussed folks. They are genuinely nice people who seem to care about each other and who definitely care about the success of their clients. They are all well-trained subject matter experts, to boot. This kind of customer experience is all too rare these days, so when I experience it, I have to celebrate it. Thanks for being a company of selfless servants!
Response from Nabers GroupJun 6, 2022
Thank you for your kind words, and feedback, Jason. We are so glad to be on this journey with you and will continue to be here to support you. You're doing great - now keep going. You got this!
DY
Dylan
Absolutely amazing product and top of…
Absolutely amazing product and top of the line customer service always there to offer guidance.
Response from Nabers GroupMay 9, 2022
Thanks for your feedback, Dylan. We'll continue to build out tools to make using yoru Solo 401k even faster and easier!
LG
Liliya G.
Amazingcustomer service
Amazing customer service. Reliable.
Prompt. Great step by step instructions. Worked with Ilana and she was so helpful throughout the process.
Response from Nabers GroupMay 9, 2022
Thanks for your feedback, Liliya. Glad to be on this journey supporting you in using your Solo 401k!
JB
Joe B.
Chelsea was fantastic
Chelsea was fantastic! 401k set up was a little confusing to me and Chelsea helped me get it done in under 20 minutes.
Response from Nabers GroupApr 26, 2022
Thanks for your feedback, Joe! We're so glad the team was able to help you get things done quickly. Now on to the fun part...investing!
PP
Paula P.
Don't loose sleep...Nabers Group got this.
After weeks of online research trying to find the best way to secure personal monies while minimizing taxes, someone referred us to the Nabers Group. Being a business owner with no other partners except my spouse, and having no employees, we were able to restate our existing 401k with the Nabers Group. They provide a plethora of services that streamlines the entire confusing process (especially dealing with IRS rules). We had our IRS approved 401k documents within a day. They provided a list of partnering banking institutes that specializes in retirement accounts and understands the client's goals.
Based on our unique business and personal finances, we wanted to maximize our Roth contributions. We spent days (and nights) researching what is allowed and what were the maximums. In fear of doing the wrong thing and incurring a penalty from the IRS, we stayed up all night until 3:00 a.m. reading IRS publications and going over the forms that we thought MAY be required. As much as my husband and I logically reasoned what might be needed and what ought to be done, ultimately we did not know anything for sure.
The next day, with refresh minds, we continued the debate from the night before. Finally, I requested a one on one call with Iliana, a solo 401k specialist. We asked her about setting up bank accounts and deposits, Roth contribution limits, roll overs, and required IRS forms. In less than 10 minutes, she cleared up all our uncertainty.
After the call, we felt confident and were comforted knowing that she knew the right answers to our questions, because she had gone through the same process to create her own solo 401k. She was extremely knowledgeable and a pleasure to speak with.
Response from Nabers GroupApr 16, 2022
Hi Paula. Thanks for your feedback. It really makes a difference that we all eat our own cooking!
DF
Dave F.
I am so thankful for Nabers Group and…
I am so thankful for Nabers Group and how they were able to help me get my IRA set up so quickly and efficiently. The support that I received from Basecamp and their employees was awesome!
Response from Nabers GroupApr 26, 2022
Thank you for your feedback, Dave! We're so glad you're taking control of your retirement future with our IRA. We'll keep building even more tools to make using your retirement plan a breeze. Keep up your awesome work!
GR
gregg
Nabers Group was very easy to work with…
Nabers Group was very easy to work with to set-up the account, I did an LLC in addition to a Solo 401K. They were very responsive via both email and phone contact when I had questions and had good, helpful suggestions....very smooth!
Response from Nabers GroupApr 16, 2022
Thank you Gregg. We're glad you've had a smooth experience!