Press question mark to learn the rest of the keyboard shortcuts. In researching your account, I see that when you completed the request online in 2017, the incorrect citizenship status was chosen, therefore you received the tax form associated with the choice that was made on the form. 9/14/2017Thank you for contacting us. I'm not really sure what steps we can take to do so. Give us a call or send us a message. Retirement. Sir Sean Connery dies aged 90. The streamlined experience makes it easy to view your investments, as well as access to endless investment options, including stocks, ETFs and mutual funds. if(jQuery('.webform-confirmation:contains("Thank you for subscribing")').is(':visible')){ T. Rowe will have someone on the line in 5 mins. Millennium Trust empowers clients with trusted expertise, exceptional service and access to a wide range of custody solutions. In researching your concern, it has been determined that we provided you with an incorrect time frame on how long it would take to process your request on 12/14/17. The paperwork indicated that if we didn't send anything back, they would transfer the money to Millennium Trust Company. Edit2: Does anyone know of a way to try and convince said company to refund the ridiculous number of fees we've already been hit with? My account was immediately charged a $35.00 annual fee up front on day one, a $25.00 account set-up fee and then a $10 paper statement fee. if(jQuery('.webform-confirmation:contains("Thank you for utilizing our Automatic Rollover Savings calculator. 0 stars if it was an option!IMPOSSIBLE to get through to customer service. One of the services Millennium Trust Company provides is automatic IRA rollover services to 401k plan providers (and terminating plans) for unresponsive and/or missing participants. save. They told us we needed: A rollover request form from Vanguard, a copy of my wife's driver's license, and her signature. Please feel free to visit our website at mtrustcompany.com/Rollov… for more details on how your account arrived at Millennium Trust Company and how you can take control of your retirement funds. Again, I apologize that you were unhappy with the service we provided. Second quarter surveys show that many Americans spent less during the coronavirus lockdown and few withdrew savings from retirement plans. You see, this company charges ridiculous fees on your account. Press J to jump to the feed. We have had nothing but the best customer service from. They told us we needed: A rollover request form from Vanguard, a copy of my wife's driver's license, and her signature. Please contact the moderators of this subreddit if you have any questions or concerns. Charlene called you today and left a message. Today I receive a letter in the mail saying that the transfer was denied because we lacked: Transfer request paperwork, for Millennium Trust Company to be listed as current custodian (there was no place for this on Vanguard's form), a signed letter of acceptance from an authorized representative of the Successor IRA Custodian, verification of clients full SSN, and that her signature was missing. The information and links on the web page you are about to visit are not part of, under control of, or the responsibility of Millennium Trust. We're very sorry you did not feel your experience was a positive one. So no rollover to complain about. 6,541 users here now. Instead it automatically went to these crooks. Thank you for taking the time to post a review. HOW DO YOU GET YOUR ACCOUNT NUMBER IF YOU CAN NEVER TALK TO A CUSTOMER SERVICE REPRESENTATIVE?! I think this is a great way for people to save up never know a raining day mite come. Featured post: Best of 2018 Winners! No tags have been applied so far. What words should I drop when I call them on Monday to chew them out? Our 800 number is displayed online for those who need assistance with completing our forms online. I have four investment accounts and I will be exiting this one as soon as possible. We are glad you got the assistance you needed to access your retirement funds! window.addEventListener('load',function(){ They have switched me to two different money markets which both lost money then WITHOUT MY PERMISSION switched me to a "Sweep Cash" account which basically does nothing, so now that the market is up I don't have any investments in it! Again, we apologize in the delay and there were actions we could have taken to expedite your request and feedback has been provided to those who were involved to ensure it does not occur going forward. She was friendly & efficient in our exchange and provides an excellent customer service face for you. Avoid at all costs. was very patient and friendly through out our phone call. Thank you for contacting us. If you move it to a Roth you will have to pay the taxes on it. Millennium Trust Company® and Above and Beyond Custody® are registered trademarks of Millennium Trust Company, LLC in the United States. Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice. How many times I gotta do this? In January we still hadn't heard anything so we called the old custodian. Please contact Marlene, one of our Client Service Supervisors directly at 630-472-5301 to discuss your concerns so we can assist you. Her current company's HR dept can help roll it into their 401k. My paperwork was never, ever good enough for them—the story constantly changed, and when they'd had enough of me, they just accused me of being a thief trying to steal money to which I wasn't entitled. If they don't do what you want them to do you have very little recourse other than a lawyer. Thank you for our response. The new rep I talked with assured me it would be overnighted to me as I needed it for a new house. The thing is I even tried to call my previous account holder John Hancock to get my money before they closed my account. Just keep calling them back and filling out the right paperwork. Called the company managing 401k at new job, with Millennium statement in hand, and they took me through rollover process, which ended up being painless and taking only a couple weeks. We look forward to our continued work with you as well. Yes I gave a 5 . It's taken me 6 months to transfer a retirement account from even perfectly reputable firms before. I've been trying to get the money into another account but have been jumping through hoops for over 6 months and still dont have it. Here is the timeline of issues: In June she left her job. Millennium Trust Company… I received a letter stating that I had a roll-over IRA from a company I worked for years ago. Millennium prides itself on excellent client service and I'm sorry your experience was less so. Thanks Millennium Trust Co. This company has terrible ratings online and everyone rightfully thinks its a scam. 1/3/2018One of the services Millennium Trust Company provides is automatic IRA rollover services to 401k plan providers (and terminating plans) for unresponsive and/or missing participants. We are happy you had such a great experience with Indira! New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. One of our Client Servicing Managers will reach out to you today to explain what is required so we can complete your request. Thank you for the positive feedback! We provide the following services (1) accounting services for small businesses (2) Audit of nonprofit organizations (3) Represent audited clients before the IRS, We are a full-service Certified Public Accounting firm licensed in the State of Illinois specializing in supporting the needs of individuals, small to medium sized businesses and non-profit organizations. Comment from Meg Z. of Millennium Trust Company. 5/3/2016Millennium prides itself on excellent client service and I'm sorry your experience was less so. I had a great experience with Indira V. She was thoughtful, professional and explained everything with patient detail. I do see where you have been corresponding with one of our client servicing representatives via email, as well as,one of the client servicing managers, as recently as 4/24/18. That's it. In researching your concern, it has been determined that we provided you with an incorrect time frame on how long it would take to process your request on 12/14/17. I would recommend this store solely based the way she treated my wife and I. 1/10/2018Thank you for taking the time to provide us with feedback. Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. clearInterval(timer); get reddit premium. Millennium Trust is legit but the company is just awful to work with. The Internal Revenue Service recently released a notice outlining 2010 minimums and maximums for health savings accounts (HSA) and high-deductible health plans (HDHP). The solution, further enhancing John Hancock’s current service offering, will enable third party administrators (TPAs) and retirement plan sponsors to effortlessly wind down terminating plans by rolling over plan assets for missing and non-responsive participants to an IRA invested in a John Hancock money market fund. Same story as everybody else- 401k gets transferred here upon leaving, where fees begin to accrue. I had an issue with the security questions not accepting my answers and left another voicemail to resolve. We strive to provide excellent client service. We're very happy that Judy was able to assist you with your request. Your IRA was set up by your former plan sponsor. We're very happy that Judy was able to assist you with your request. Again, we apologize in the delay and there were actions we could have taken to expedite your request and feedback has been provided to those who were involved to ensure it does not occur going forward. Miserable experience (still ongoing) trying to transfer funds away to another financial institution. !scam company.they charge me $50 annual fee to hold virtual funds.when closing account they discount balance by heavy percentage to "fair market value" and add service charge to close account.the only thing that you can trust is that they will seize your money. We were hoping to withdraw our money and push it to her current job's 401k or even just consolidate with our roth IRA. Called and they said "oh, we haven't sent it yet". Zero service. One of the services Millennium Trust Company provides is automatic IRA rollover services to 401k plan providers (and terminating plans) for unresponsive and/or missing participants. Hard to transfer funds, terrible company. I called Vanguard and they walked me through the whole process. Millennium Trust Company, LLC, Court Case No. We're very sorry you did not feel your experience was a positive one. Comment from Lisa R. of Millennium Trust Company. If someone is holding your 401k hostage, you need a lawyer. She explained why my assets had not been transferred over to my fidelity account and worked with me for almost an hour to get to the bottom of what was going on. 92.7k. We try to make the process of transferring funds as easy as possible and would like to help you complete the process. Whether it's the custody of alternative assets, investment accounts or retirement funds, Millennium Trust is uniquely qualified to support our clients' success.

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