24 Customer Reviews
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Review from Michele N
1 star08/06/2024
This company is completely unreliable and difficult to work with. Each time I call I am on the line with an incompetent representative that tells me one thing and the next representative tells me the complete opposite. This has been going on for three weeks. I can't see my statement or balance and can't get a straight answer. Unacceptable. Asking for an escalation manager does absolutely nothing! They say they will put in a request and call back and they never do. Worst company I have ever dealt with. No communication between departments at all. They can only send messages and hope to have someone get back to them with the information. They do not email, call or mail you information. If you want it you have to call every day for updates. Absolutely the most backwards and unreliable system and company. I would never recommend ************** and will now have to get legal representation to access MY money.Review from Kate N
1 star07/08/2024
************** is an incompetent, archaic company. Do NOT invest your money with this company. As many other reviews state, customer service is hard to contact and unhelpful. I am going on 5 months trying to Rollover a 401K from ************** to Fidelty. They do not contact you through the secure messaging system. I have to wait weeks for a letter to tell me they still cannot process my paperwork or sit on hold forever.I am beyond furious at this point.Review from Diane M
1 star06/18/2024
I am retired all most a year now and have been trying the entire time to roll my money from ************** to a different retirement account. They continually say they will email me the needed form which I've never received, nor have they sent it to my account portal, or mailed all as promised. I finally found a tutorial on their site that instructs how to have your funds sent, which I followed. The following day I receive a phone call from ***** with Mission Square telling me I am going to owe thousands in taxes for withdrawing my funds. I explained I've been trying to get help for months to move my money and she gave one excuse after another. She even asked how much money I had in my other retirement account, like I would consider moving back to **************. What a joke ************** is. They truly don't realize they're dealing with peoples heard earned lifesaving retirement funds. Not their money!!! It's ours to choose who we want to invest with and to remove when we choose, and not theirs to hold hostage!Review from Mason H
1 star06/05/2024
-5 ****** ******* is garbage and customer service is horrendous. They make you jump through a series of hoops to close your account and provide even more excuses as to why they cant close your account. If you have money invested with them get it out. If your employer utilizes Mission Square ask them to change companies. Mission Square doesnt like to tell you this but you can get your money out if you are under $5000 and stop contributing for two years. Ask for a Small Balance Distribution Form. Youll have to submit it at least a dozen times and argue with them over the phone. Six months after closing the account Im still waiting on the balance.Review from Elise B
1 star05/23/2024
This is the most difficult company to deal with. It took me weeks to organize my *** distributions with one person after another giving me different information. I have a retiree health savings account with them and can literally not contact anyone regarding designating a beneficiary or processing claims. They run you thru a phone chain and then say the circuits are busy. Put your money somewhere else if you expect appropriate communication and efficiency regarding your moneyReview from PER A
1 star01/16/2024
My wife passed in November 2023. We both have our individual "401K/IRA" accounts. I have notified Mission Square {now Icmarc) about my wife's passing, Mission Square sent me a mail notice that I am listed as the beneficiary, in my wife's will which has been submitted to Mission Square by everybody listed as heirs of her assets. Today I called Mission Square to get an update and this customer service agent said that I had to send in a verification of death because she couldn't see anything on her computer that this had been done. almost every time, about 6 times, I have made phone contact about this it is the same lady answering or calling back and she does not seem to recognize that I have already done this. Once I got connected with a male person who was much more helpfulReview from Elizabeth G
1 star01/08/2024
Customer service is incompetent and abysmal. I've spent hours of my life on hold waiting to speak to a representative just so they can make promises to send necessary forms that I never see in the end. Endlessly frustrating that this company holds my parent's life savings. They can't stop knocking their heads together running around how to figure out how to grant me access to control these funds after I already jumped through all of these hoops with ICMA. Once I finally get granted access I'm absolutely going to look into moving the money.Review from Michael A
1 star01/03/2024
If there was a zero that’s what I would give! Trying to transfer IRA to local bank. We were told it couldn’t be done. On a later call we were told money was liquidated to cash. Since I started process unable to gain access to my account. Recent call was disconnected and sent to survey. They just do not want to transfer monies to bank.Review from Michelle P
1 star12/22/2023
They sent checks that should have been sent to my mother’s beneficiaries, myself and my brother to her estate. Why? No clue. Had to call them about 10 times and explain it over and over for them to understand and admit their mistake. Now getting them to fix it and make it right? Another 20 calls and hours on hold. Rude customer service. Can’t speak to management, get hung up on. Like I want to deal with this after losing a parent. It’s unreal how horrible they are.Review from IGOR Y
1 star10/08/2023
As everybody knows the interest rate has increased at least two or three times in the last couple of years and I would like to know why your company is paying such a small percentage of the interest, however, the all fees are too high! Due to the unpredictability of the stock market, I do not want to put my money in mutual funds or stocks because my retirement is soon enough. Also, I cannot remove money and purchase in other finance companies' certificates of deposit, due to possible punishment from the IRS. In conclusion, I would like to say that the old company ICMARC.ORG was much better.
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1/5stars
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