5.0
13 Mar 2025
Current employee, less than 1 year
Recommend
CEO approval
Business outlook
Pros
I work with good people that are caring and compassionate. There's commitment to doing things correctly and efficiently. We want the clients to not only be happy, but have their retirement plans operating according to the provisions in the document and the regulations. We're solution minded and want to work with our clients to have the best financial outcomes for them and their employees. Lots of transparency between management and everyone working there.
Cons
Having to deal with mistakes and fallout caused by former employees. There's good reasons why some people are no longer around.