Nabers Group Avis 272

Best Solo 401k

Nabers is fantastic in setting up and maintaining your solo 401k. The setup process was very easy and their community groups and support were there to answer all my questions. Highly recommend.

Very knowledgeable and helpful and actually teaches you. Rachael was the best to work with and I am very satisfied so far with this company, highly recommended.

Highly recommended company for solo 401K. Responsive, polite, knowledgeable, affordable. Only thing I ask for is for them to bring your crowdcast lectures- learnt a lot of valuable lessons and practical advise.

It's definitely a DYI model, but if you're familiar with online investing, doing taxes online, etc, the platform is excellent, and the price is right.

The team is very knowledgeable and patient with ignorant customers like me. Ability for existing customers to talk over phone (even if it is for a small hourly fees) would be a great feature that you should seriously think about. This will grow your business because most Self-employed biz. and CPA do not usually understand the complexities of Solo 401k plans.

Working with Nabers Group was a very easy and efficient process.

The company has turned a complex process into a very simple interface. The support team is extremely knowledgeable and helpful with creating the solo 401k documents. They provide ongoing support throughout the year answering questions and directing you to articles that provide the information you need at the time that you need it. They also have a great knowledgebase full of usefully information. I highly recommend them!

I had a series specific questions for certain scenarios. I was given clear and concise answers. Most answers were given in less than a day. Nabers Group have been most helpful for me to make my investment decisions within my Solo401K.

Very professional to the point and answered all questions promptly, very impressed with follow information regarding services that where provided and how to move forward… great experience overall

They really make it easy, their advertised prices are a bit outdated but I shopped around and they are still the cheapest.

Their customer support was great, the community support and chat support features are really great too.

Documents were prepared quickly, but my documents contained some inaccuracies due to the fact that the application I completed online did not include a blank for a sole proprietor to include a DBA. When I requested what I presumed to be my document developer, she did not have a customer first attitude and said she completed in accordance with my application. As previously stated, there was not a dba line in the application. I requested she update, and told me that I had to go through the support group and provided that email. So, I went through all the documents, highlighting all the areas where I thought the name change should occur, however there was about a half dozen where I wasn't sure whether it should be in my own name or that of the company. I posted comments where I was unsure and hopefully all my documents come back with proper naming in place and in compliance. Not a pleasure writing this review, and just wish there was a friendlier tone and an attitude of "let's get this fixed" rather than acting as if I should have known better.

Update, 11/2/23 - Owner got involved, shared with me that I missed the opportunity to drop in a dba, but had updated documents before the end of the day. So my mistake on that, just wish the first representative was as quick to be a problem solver than push me to someone else. It appears company management is quick to fix things!

I was skeptical to use the online discount service but Naber’s group went way beyond my expectations.
Theirs price is cheap comparing to pension admin I was using before and support is way beyond any expectations.

the need for a separate bank account and the documents to set it up

So far so good, but I haven't even started yet. It's been a 3 week process to get a bank account opened because of fumbles with their banking partner.

Easy process and great service the entire time.

Initial call was good but downhill from there. Canned email responses to questions. Very little assistance after payment was made. Solera is a joke and a waste of time. Titan makes up for that somewhat. The differences between the two are striking. I submitted an app on the website for Gemini. No confirmation or correspondence at all until I received an email that my app was being put on hold. By then I had already opened a Kraken account. I would have done more buinsess with you including my IRA, but that's not happening.

Setting up my solo 401(k) with Nabers Group seemed to be seamless and very efficient. The staff that I interacted with have been very professional and knowledgeable. Overall has been a great experience so far.

After months of researching and reading the fine print on Solo 401Ks and Self-Directed IRAs, I found what I was looking for in the Nabers Solo 401K product.

Note that Nabers was at the top of the list from Day 1, although I had to do my due diligence, and they won the prize (my business).

I chose Nabers because they have a wealth of resources (and they are free, too...) for every type of scenario, along with an interactive blog and social media groups. This way, I can stay updated and learn new strategies from other Solo 401K members.

I strongly recommend them and using the companies on their preferred partners' page since not everyone understands the nuances of self-directed retirement accounts.

Lastly, the sign-up process and price are the best in the market, which was an added bonus for me.

I have already recommended Solo401K.com to my solopreneur friends.

It requires more knowledge than a casual read to know the meaning of the vast paperwork we must sign. It's disruptive to have to stop & email each question for an answer in order to proceed. Even then, I'm not sure I understand the implications.