Add Go Retire to Financial Institutions

Susan1990
Susan1990 Member
edited January 29 in Report Missing Financial Institution

Can you please add the below to the list of financial institutions:

https://www.go-retire.com/login

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Susan1990,

    To clarify your request, is this financial institution servicing a retirement account on behalf of an employer?

    I look forward to your reply!

    -Coach Kristina

  • Susan1990
    Susan1990 Member

    Hi Coach Kristina,

    Correct, this is a 401K servicing company on behalf of an employer.

    Thanks,

    Susan

  • smitham9
    smitham9 Unconfirmed, Member

    Yes- this would be very helpful. Our employees (about 40) have 401K accounts through Go-Retire, and there have been requests to have this available for Simplifi

  • smitham9
    smitham9 Unconfirmed, Member

    Actually, I was able to find it, but it's mislabeled in the financial institutions as Epic Advisors, Inc but it link to the go-retire.com website (just confirmed).

  • Josh_Currier
    Josh_Currier Member ✭✭✭

    Unfortunately it will pull the account balance but it doesnt pull what its actually invested in like other retirement plans do. I as of now cant find a work around. Its better than nothing but still stinks. Other accounts show what i have it invested in. This one not so much.

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