ComplaintsforRehn & Associates

• Initial Complaint

  11/13/2023

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  Rehn & Associates manages the company's *** account and made accessing the funds nearly impossible. Every, and I mean EVERY attempt to use the *** debit card was initially denied and required a series of phone calls, sometimes over multiple days. Different information was repeatedly given, and now with 5 weeks left we're looking at losing $1500 over the required hoop jumping to recoup OUR OWN MONEY. They clearly are successful in taking the funds and denying access. Avoid Rehn & Associates unless you enjoy wasting huge amounts of time.If you are a company who genuinely cares about your employees, do not use them to manage an *** account.

  

  Business response

  12/04/2023

  Hello and thank you for reaching out to us!

  I looked into the situation and found the following information:

  1) ******************** participated in his employer's Flexible Spending Plan, for their Plan Year running from October 1, 2022, through September 30, 2023.

  2) He used his debit card for transactions throughout the Plan Year and only those transactions after October 1, 2023, were denied. Debit cards turn "off" if a participant does not elect to participate in subsequent Plan Years (in this case, beginning October 1, 2023, and running through September 30, ****), based on what the employer elects in their plan design process.  **** does not select or mandate this process, rather leaves the options available to the employer discretion. 

  3) ******************** was offered alternative ways to submit for reimbursement, via an online submission, paper submission, fax or email options. He would simply need to complete a one-page form, which we sent to him via **** and email, and return it to our office with substantiation, and we would then reimburse him directly for eligible expenses. Provided he submitted enough expenses to use all of his funds and assuming they were submitted no later than December 31, 2023, he would be reimbursed up to his remaining account balance.

  I listened to the recorded phone call from November 13, 2023. ******************** was extremely kind and our employee, **** was helpful and understanding of his frustration.  She did explain the options to ******************** and sent him the reimbursement claim form in two different formats.

  I would also mention **** & Associates does not benefit by denying claims or holding participant's money.  Any elected but unused participant account balances are returned to the employer, after an annual reconciliation occurs. These refunded dollars are for use within the plan (meaning they can pay expenses, be divided between plan participants for their use, or cover any losses of the plan). This is an IRS regulation, not a **** or an employer choice. 

  ******************** may have up to the full balance of his elected amount, provided he has incurred eligible medical, dental or vision expenses and he submits a claim form(s) to our office. I would be happy to talk with ********************, should he wish to do so.

  If you have any additional questions or need more information, please contact me directly via email *********************** or phone *************).

  Thank you!

  Sincerely,

  ***********************, President

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩