Complaints

• Initial Complaint

  05/31/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  Ive been trying to get my 401k transferred to me, but its been a run around for about a month now, when I spoke to the woman who Ive been dealing with , shes told me numerous things which happen to be false. When I spoke with her on 5/31 / 24 she was very rude and kept trying to talk over me. I just want my funds.

  

  Business response

  08/28/2024

  ********************* initially contacted our office on April 29, 2024 to request a withdrawal of his 401(k) account balance.  We promptly sent **************** the paperwork that he needed to complete for his withdrawal.   On the first page of this paperwork the following information is provided to explain the process and the expected timing of the withdrawal:
  
  To request a distribution:
  
  Apply electronically at www.randall-hurley.com. 
  This is the quickest way to receive your distribution. Please contact our ******************************* at ************** for your login credentials. Please note: Until your employer reports your termination date, we will be unable to process your request.
  
  Do-it-yourself using the attached form.           
  Complete the attached form and return it to the address listed below. Please be aware that this process may take up to 21 days after we receive your form in good order. Return this form to Randall + Hurley. You can fax the form to ************, email the form to ****************************************************** or mail the form to us at ****************************************************************************************************************** 
  
  **************** chose to complete the provided form, and this was returned back to our office on May 10, 2024.  As disclosed to **************** in the above information, the withdrawal process could take up to 21 days to complete after receiving the form (in good order); which would be May 31, 2024.  **************** withdrawal was completed on May 29, 2024, and a check was issued to him and mailed to his address provided (ahead of the expected 21-day completion date).  On May 31, 2024, **************** contacted our office to inquire on where his distribution check was.  During this call **************** was upset and used excessive profanity during the conversation and specifically directed this profanity to our employee.  After trying to diffuse the situation and asking **************** to calm down so that we can assist him, the profanity and ******* continued to where we were forced to end the call.  On June 5, 2024, **************** cashed the check.  On June 6, 2024, we contacted **************** and left him a voicemail letting him know that according to our records it appeared he received the check and cashed it, but wanted to make sure everything was complete and to let us know if he had any questions.  We did not receive a call back.
  
  In closing, the completion of **************** withdrawal was completed ahead of the expected timing communicated to him.  There was no false information provided to him.  
  
  Thanks,
  ****

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