Plan Administrators, Inc. (PAI)
Client Reviews on Plan Administrators, Inc. (PAI)
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Somehow my 401k that I thought was with Eaton Vance was transferred to PAI. After a long search looking for my 401k I find it all gone because of fees. Fees I never agreed to or knew they existed. Thanks for blowing my fund for me. That was my hard earned money I had been saving for retirement.
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Been dealing with PAI for the past 8 years, never had 1 single problem. Always prompt always courteous.
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I have had the pleasure of conducting sales training for the past two years to members of the sales team at PAi through Ryne Lambert and Jeryl Fleck, through Sandler Training Green Bay - my company. I find the sales team there to be conscientious, hard-working, engaging and fully committed to providing superior service to their customers. They have been a pleasure to work with. Tony Hoslet.
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Bad service and company.
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Stay away from this company unless you like paying for something and receiving nothing in return. Their customer care team needs a little help understanding that they are in customer care and not there to make their customers feel frustrated and insignificant. They have me by the short hairs now.
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Pain in the rear end to get set up. I have had many 401k plans as well as other online financials and have never had this hard of a time getting my account set up. The customer care rep that was assigned to my account had emailed stating that if we needed more help with setting up our account to go ahead and call the main line and pick from one of two generic options for help. I called that number and was graced with a very snippy, unhelpful lady. After not being helped with anything on my account I felt used and under appreciated for my business. They have no issues collecting their fees and not providing any type of service. I gave it a few minutes before I called the said assigned customer care rep so I could calm down. After speaking to her I about lost my mind as she was no help either. I then emailed the financial person that sold me on this company and asked her to call me ASAP as I am ready to cancel this whole thing! She called me and listened to me vent. I'm still ready to move onto another company as I truly feel that this company is playing just above a scam as a company. STAY AWAY!!!!!!!
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401k hellWe signed up our small business with Sharebuilder 401k. Somehow PAI "administers" it. So basically they do nothing in this digital age.So my employees are all young now and do not want to participate. I go to cancel and there is $1000 fee and multiple other fees per participants....Unbelievable Stay away from both sharebuilder and pai
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TERRIBLE, TERRIBLE, TERRIBLE. I truly wish I had a choice about who administers my 401K. If I did it would NOT be PAI. I requested a loan from my 401K on 11/22/13. I was told by PAI my check was mailed on 11/26/13. Here it is 12/12/13 (14 mail days later) and I still have not received my check. I contacted PAI and they want to charge me $35.00 to stop payment, $25.00 to reissue and $35.00 to overnight my check to me. $95.00. FREAKING RIDICULOUS.
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