Questions about old accounts & newer were answered I had questions about an old 401k and how to find it. Davis Sahr answered and explained well. Davis Sahr went over the 2 accounts that Beagle found, and provided the company names they were attached to, which was extremely helpful. Davis Sahr followed up by sending me an email with links & information on rollover options & a link to schedule a future call, after I find the balances. Davis Sahr was respectful and understanding of my situation, and very helpful with information to assist me in getting my situation resolved soon.

Ren has been extremely helpful in… Ren has been extremely helpful in answering my questions and helping me rollover. The entire process so far has been very smooth.

Excellent customer service I was so excited to find out I had two old accounts. I never would have come across the information anyother way. After an email and some text message back-and-forth I found out I have a zero balance in the accounts. The Customer Service rep offered me a refund which was something I didn’t expect but greatly appreciated.

One of the best customer service teams… One of the best customer service teams I’ve dealt with, no matter the business or product. They are always friendly, prompt in reply, and solution-based in their communication. Top tier CS team!

Good experience The service agent was pleasant, patient, kind, and efficient.