Thank you for providing this information to me.I take any complaint very seriouslyI am reaching out to [redacted] immediately to speak to him directly and rectify any issue for himI will certainly provide this client with any and all contact information for me so we can communicate directlyThank you, Rocco F [redacted] President
[redacted] is a participant in the [redacted] 401(k) Plan Under the terms of that Plan, [redacted] was not eligible to receive a hardship distribution Subsequent to this finding, there was then a discussion between [redacted] and his employer, [redacted] regarding terminating his employement, to allow him access to his 401(k) account Both [redacted] and his employer mutually decided it was not in their best interest to terminate his employment At this point, [redacted] has decided not to pursue a hardship withdrawal from the PlanThe above information is a summary of an e-mail [redacted] , our employee, received from [redacted] on March 12, A copy of the e-mail is belowAt this point, since [redacted] (and the plan sponsor) are not pursuing a withdrawal, we ask that this case be closed, with Benetrends being cleared of any wrong doingPlease make me aware of this case's resolution If you have any questions, please let me knowThank you, Neal E [redacted] Chief Compliance Officer Benetrends, IncWelsh Road, Suite North Wales, PA Phone: 215-855- From: Rick Garrett [mailto:[email protected]] Sent: Wednesday, March 12, 9:PMTo: Dan ReginaCc: Patrick Jenkins ([email protected])Subject: Rogers 401K Dan, Brett Rogers and I talked today We decide to not terminate his employment at this point, so they will not be pursuing the hardship withdrawalTo terminate him as we deal with Washington State Labor and Industries and his injury, it could cause issues for him and me Thanks for your help Rick
Good afternoon, please be advised that we responded to [redacted] 's complaint on September 6th and issued a full refund Please let me know if I need to do anything additionalDallas K***, CFE | President & CEO [redacted] | North Wales, PA [redacted] Direct ###-###-#### Fax ###-###-#### benetrends.com | [redacted] @benetrends.com
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me Regards, [redacted]
Thank you for providing this information to me.I take any complaint very seriouslyI am reaching out to [redacted] immediately to speak to him directly and rectify any issue for himI will certainly provide this client with any and all contact information for me so we can communicate directlyThank you, Rocco F [redacted] President
[redacted] is a participant in the [redacted] 401(k) Plan Under the terms of that Plan, [redacted] was not eligible to receive a hardship distribution Subsequent to this finding, there was then a discussion between [redacted] and his employer, [redacted] regarding terminating his employement, to allow him access to his 401(k) account Both [redacted] and his employer mutually decided it was not in their best interest to terminate his employment At this point, [redacted] has decided not to pursue a hardship withdrawal from the PlanThe above information is a summary of an e-mail [redacted] , our employee, received from [redacted] on March 12, A copy of the e-mail is belowAt this point, since [redacted] (and the plan sponsor) are not pursuing a withdrawal, we ask that this case be closed, with Benetrends being cleared of any wrong doingPlease make me aware of this case's resolution If you have any questions, please let me knowThank you, Neal E [redacted] Chief Compliance Officer Benetrends, IncWelsh Road, Suite North Wales, PA Phone: 215-855- From: Rick Garrett [mailto:[email protected]] Sent: Wednesday, March 12, 9:PMTo: Dan ReginaCc: Patrick Jenkins ([email protected])Subject: Rogers 401K Dan, Brett Rogers and I talked today We decide to not terminate his employment at this point, so they will not be pursuing the hardship withdrawalTo terminate him as we deal with Washington State Labor and Industries and his injury, it could cause issues for him and me Thanks for your help Rick
Good afternoon, please be advised that we responded to [redacted] 's complaint on September 6th and issued a full refund Please let me know if I need to do anything additionalDallas K***, CFE | President & CEO [redacted] | North Wales, PA [redacted] Direct ###-###-#### Fax ###-###-#### benetrends.com | [redacted] @benetrends.com
Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and find that this resolution is satisfactory to me Regards, [redacted]