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The Retirement Plan Company

3.6

About this business

Location details

5200 Maryland Way, Ste 170, Nashville, TN, 37027, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
3.650 reviews
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Sam Williams's profile image
Sam Williams 
6 months ago

I started the process of taking a loan against my 401k december 22nd and its January 30th and I have yet to receive my money plus their customer service complains of staffing issues while the claims department clearly shows on my portal they have asked to contact me regarding questions. This place is a joke! 

Deborah Brown's profile image
Deborah Brown 
8 months ago

The worst experience with rolling over 401k I’ve ever experienced. Would never recommend. It’s been over 2 months 

Emily McPheron's profile image
Emily McPheron 
8 months ago

I have waited over a month to receive my rollover IRA distribution. This company is so unprofessional and lacks accountability. They claimed my check was returned to them but never bothered to notify me. Multiple employees said they would call me back within a specific timeframe and never did. Apparently their distribution team doesn’t exist because customer service can never connect with them and won’t give you their contact information. Horrible service is an understatement. As of this review, I still do not have my money ... read more

LeElaine Comer's profile image
LeElaine Comer 
9 months ago

I have had a terrible experience with this company. I am trying to rollover my 401k from a previous employer and it has been months attempting to get this distribution, which still has not happened. I initially contacted their customer service to find out how to initiate the distribution. The person I talked to told me it was very simple and that I could do it easily through their website. I spent an hour trying to follow her directions and nothing on my end looked like she had described to me. I called them back and spoke w... read more

LaKeisha Latham's profile image
LaKeisha Latham 
a year ago

Working with The Retirement Plan Company has been a consistently positive and professional experience. Their team demonstrates a deep understanding of retirement planning, compliance, and fiduciary responsibilities, which has been invaluable in managing our organization's retirement benefits. What sets them apart is their client-centered approach. They are always responsive, thorough, and proactive in ensuring our plan remains compliant and optimized for the needs of our employees. From plan design to participant education, ... read more

Frequently asked questions about The Retirement Plan Company

How is The Retirement Plan Company rated?

The Retirement Plan Company has a 3.6 star rating with 50 reviews. 

When is The Retirement Plan Company open?

The Retirement Plan Company is closed now. It will open tomorrow at 9:00 a.m. 

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