5.0
20 July 2022
Former employee, less than 1 year
Washington, DC
Recommend
CEO approval
Business outlook
Pros
Was having great difficulty rolling over my 401K form Vanguard. Mike stayed on them (Vanguard) and checked in with me regularly until the process was finally completed. Kudos to Mike.
Cons
Need to properly vet who holds company's 401K.