Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted... See more
Company replied
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See what reviewers are saying
I have 3 different accounts with Nabers and after a difficult situation they looked at intended new policy and decided to not go that direction. Rather they will hold my accounts as legacy ‘plans’ at... See more
Company replied
With Nabers Group since 2017... Researched high and low for Self Directed Solo 401K and found Jeff and Rachel to be honest brokers of these instruments. Education articles and simplicity of setting up... See more
Company replied
I am still not setup. Playing phone tag with my rep. Need guidance on setting up the accounts and how to effectively use the trust and LLC. I think Nabler's over estimates the knowledge of the self em... See more
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Company details
Contact info
14362 N Frank Lloyd Wright Blvd, Ste 1000, 85260, Scottsdale, United States
- 877-765-6401
- info@solo401k.com
- nabers.com
3.7
Average
272 reviews
Hasn’t replied to negative reviews
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See how their reviews and ratings are sourced, scored, and moderated.
Nabers group provides great support
Nabers group provides great support, education and resources. The team is very responsive. We are very pleased with the process and it keeps getting better.
April 25, 2024
Unprompted review
Reply from Nabers Group
Thank you, Mary! We'll work hard to continue to build even more resources for you that make using your Solo 401k even easier. Keep going, you're doing awesome and we're glad to be on this journey with you!
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So far so good
So far so good. Was easy to setup, and response was very quick. My questions were also answered quickly. I don't know long-term how things will be, but short-term I have an overall positive impression.
If you need a Solo401K, this would definitely be a good option to consider.
April 21, 2024
Reply from Nabers Group
Thanks for your feedback, Justin. Glad to hear your initial experience has been good and we're looking forward to releasing more tools and resources to help make using your Solo 401k even easier. Keep going, you're doing great and we're glad to be on this journey with you!
Very Helpfull
I am completely new to this and so far Nabers has been friendly and helpful for all of my questions and concerns. From live answers to questions along with tons of videos with all the answers, making an insanely complicated process manageable.
April 16, 2024
Reply from Nabers Group
Thank you for your feedback, John. You're right the Solo 401k can be *complex* and I'm glad you're finding the process is easy to navigate! We'll continue building tools and resources to make using your Solo 401k even easier 😅 - keep ups your great work!
Fast, convenient and feature-rich
Opening the new account with Nabers was a breeze. Before opening the account, I was able to talk to them on the phone and they were very knowledgeable in answering all my retirement contribution related questions.
Their solo 401k retirement plan offers the most amount of flexibility more than any of the traditional providers like ETrade.
Soon after adopting my solo401k plan agreement, I received very helpful links to open associated investment/banking accounts and other helpful articles.
I have been able to reach them for support and they responded to all my questions satisfactorily.
I would recommend Nabers Solo401k to anyone who is considering an individual 401k plan.
April 3, 2024
Reply from Nabers Group
Thank you for your feedback Viraj! We are so happy to be on this journey with you and will continue to work hard to develop more tools to make it even easier to use your Solo 401k and grow your retirement nest egg. Keep going - you're doing awesome so far! 💪
Steer clear of this solo401k
Steer clear of this solo401k. I'm being denied access to my bank account because of a glitch in their software, can't recover funds and still don't have access to accounting from the middle of last year.
March 28, 2024
Unprompted review
Reply from Nabers Group
Thanks for your feedback, David and I'm sorry you had trouble with the external banking partner. The bank confirmed they sent checks for your entire account balance, so you should have all access to your funds.
We're hopeful the external banking partner will reconcile the issue for you ASAP and we'll continue to nudge them on our end as well!
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The Nabers team provided assistance…
The Nabers team provided assistance during the restatement of the Plan.
March 10, 2024
Reply from Nabers Group
Thanks for your feedback, Dimitri and glad to hear the restatement process went smoothly. Happy to be on this wealth building journey with you and keep up the great work!
Great Front Line
The representatives on the chat line are actually knowledgable and very helpful. They make a great front line for this company.
March 13, 2024
Reply from Nabers Group
Thanks so much for your helpful feedback, Thaddeus. Glad to hear things are humming along well and we're excited to be on this retirement wealth building journey with you. Keep rocking it!
They get you in with a teaser rate & fake people
They get you in with a teaser rate. then they up sell you. Olivia, Rachel, whoever your emailing/chatting with is someone using a fake name. Stay away.
June 15, 2023
Unprompted review
Reply from Nabers Group
Hello there. Can you explain what you are describing? We don't have any record of you in our system and we don't offer a teaser rate for anything. Our rates are published transparently at solo401k.com/pricing
Relief
Rachel and team have been prompt at addressing concerns. Especially while the previous Roth IRA custodian was bleeding me dry with it's 'monthly custodial fees', Nabers Group was searching for options to sidestep this.
They have guided me in transitioning to a different 'no hassles' custodian. While this transition is not yet complete, but it appears to be in the works.
Thanks to Nabers Group.
March 9, 2024
Reply from Nabers Group
Thanks for your excellent feedback and we're so glad to be on this journey with you and help you save some money, too! Fingers crossed the transition will be completed successfully very soon! More to follow.
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Quick answers and revisions
I recently needed to revise my Solo401K. Rachel and Olivia quickly answered tons of questions while I navigated the best options. Then the revision was done quickly so I could move on with the next steps towards investing! They are tops in their field!
March 5, 2024
Reply from Nabers Group
Thanks for your feedback, Sue and so glad to hear you were able to get the updates needed and get your questions answered!
Reply from Nabers Group
Thank you for your feedback! Happy to be here to support you on your wealth building journey.
Customer service and response to inquiries need improvement
Only concern with yearly fees .slow to respond on inquiries
February 25, 2024
Reply from Nabers Group
Hi there, thanks for your feedback. I show your account was 90+ days past due in payment and we sent you several emails to help get your account current.
I don't show you submitted any questions or requests for help regarding your plan via our live online chat, voicemails, emails, our Weekly Q&A sessions, or our interactive Plan Owner Community. It does look like you used a different email address for your anonymous review than what we have on file for your Solo 401k plan.
If you have questions that remain unanswered, reach out to us via one of the channels above and we'll be happy to see how we can help.
Canceled a meeting request to answer…
Canceled a meeting request to answer questions and instead tried to refer me to join an online community. Delayed my moving my money to them. Sorry I ever signed up with them.
January 29, 2024
Reply from Nabers Group
Thanks for your feedback, Rebecca.
We cannot give personalized tax, legal, or investment advice. Sometimes people try to use us as a free CPA or attorney and we are neither. We do provide educational resources to help you do your job as the plan owner, administrator, and participant.
At your request, we have refunded your Solo 401k plan setup fee in full since it seems a self directed Solo 401k plan is not the right fit (and that's OK!). We wish you the best of luck in your future endeavors and thank you again for your clear feedback.
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Working with the Nabers Group have been…
Working with the Nabers Group have been amazing!
January 3, 2024
Reply from Nabers Group
Thank you, Scott! Glad to be on your team as you get control of your retirement funds. Keep going - you're doing great!
Rachel is just so knowledgeable about…
Rachel is just so knowledgeable about the product, she has been able to answer all my inquiries. It's truly a pleasure and comfort working with her for assistance.
January 10, 2024
Unprompted review
Reply from Nabers Group
Thank you, Scott. We're glad to be on this journey with you as you take control of your financial future.
Nabers Group is Excellent!
Nabers group has been very helpful. I would highly recommend them. Their customer service is great and that was important to me. I'm definitely happy I went with their service.
January 8, 2024
Unprompted review
Reply from Nabers Group
Thank you, Oliver. We appreciate your kind words and will continue to work hard to ensure you have the support you need for your Solo 401k plan.
Easy and super fast account opening…
Easy and super fast account opening process. Staff are very responsive and engage well with clients.
January 4, 2024
Reply from Nabers Group
Thanks so much for your feedback and glad to hear it's been a positive experience in your getting control of your retirement funds!
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Reply from Nabers Group
Way to go Jill and thank you for your awesome feedback!
Excellent customer service
The response from chatting is very clear and accurate and fast for all my questions. So it makes me feel Nabers is easy to use as your customer.
December 26, 2023
Reply from Nabers Group
Thank you so much for your candid feedback. We're always here to help ensure you have the support you need for your retirement plan and your financial future!
Rachel was exceptional!!!!!!!!!!!THANK YOU!
Rachel was exceptional. She answered ALL of my questions. I thought she was not going to be able to handle all of my questions since she was virtual, but I was pleasantly surprised & felt so supported throughout the days of inquiries on my behalf. She sent me relevant links to what I needed & we go it done as one!
December 31, 2023
Unprompted review
Reply from Nabers Group
Thanks for your awesome feedback! I know sometimes it can be tough to trust technology (who is REALLY on the other side of the computer?!) but we're glad we met and exceeded your expectations. We're happy to continue supporting you and making the Solo 401k even easier to use so you have what you need for your retirement future.
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