Spoke w/Hanna today. Exceptional service. Went well out of her way to help a non-HR person mitigate both site & executive direction. Give her a raise. Today.
To be fair...could say this about any PAi team member since Day 1. From Ryne in Mar 2017 to Hanna today. Friendly & helpful, without exception.
Many companies claim to make customer service a priority. Few ensure it's part of their culture. Thanks for being among the exceptions.
Not kidding about Hanna's raise. Get on it.
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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.
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.
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.
Pai is a quality firm and will provide an excellent platform for your 401k. They are very helpful and want you to get the most for your company. I 100% believe if you have a small company which needs a retirement they would be better than 99% of all choices. They provide the TPA, custodian and record keeping all in one for a very reasonable price. I 100% recommend!!!!
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!!!!!!!
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.
pai.com
