Human Interest
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Customer Service
I recently called to roll over my 403(b) from a previous employer into my current 401(k), and Erika M. was absolutely amazing. She was incredibly knowledgeable about the entire process and guided me every step of the way. Erika stayed on the line with me while I completed everything online, patiently answering all my questions and ensuring I felt confident throughout. She even went above and beyond by sending helpful links and resources for further clarification. What started as an overwhelming task ended up feeling simple and stress-free thanks to her support. I truly appreciate her professionalism and kindness