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McAvoy O'Hara

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McAvoy O'Hara Reviews (3)

Hello Mr [redacted] I want to say that I tried to reach you by telephone and your voice mail box is full This topic can be complex and I wanted to be sure you understood the process Please feel free to reach out to me after you have reviewed our response [redacted] *** who sponsored your retirement plan, [redacted] Operating 401(k) Plan, decided to terminate the plan and they notified us in mid-August There are numerous steps and government filings to complete a plan termination and below is a timeline of events: August – JULY received notification of intent to terminate planAugust – Plan termination effective dateAugust – Plan termination packet sent to client including final census request, annual questionnaire, and plan document amendmentAugust – JULY sent Plan Sponsor list of affected participants and required formsOctober – Plan Sponsor returned questionnaire and amendmentOctober – Plan Sponsor sent final census to JULYOctober – JULY begins the plan’s final compliance testing and valuationNovember – JULY sends a transfer request to Transamerica (recordkeeper of the plan)—there were corrections to the match monies deposited in some participant accounts In addition, there is a forfeiture allocation being made to all participant accountsYou are to receive an additional deposit to your accountDecember – JULY resends request to [redacted] December – Per [redacted] the transfer request and liquidation will take approximately weeksDecember – JULY followed up with Transamerica who said they have put a “rush” on the request to complete the transfers within the next days Distributions to be processed shortly thereafterI hope this timeline helps explain the processWith a plan termination, there are additional required steps than just a regular participant level termination distributionIf you are interested in receiving your distribution in two separate transactions (1) current balance and (2) subsequent allocation that is being processed, then contact me directly and I will make the request Please note that you will be subject to two distribution fees if you choose two separate transactionsAt JULY, we take all issues and complaints seriously and hope that we have provided you the information needed to understand the process and set expectationsPlease feel free to contact me if you have any additional concernsBest regards, [redacted] *** [redacted] *** [redacted] [redacted] [redacted] *** [redacted] [redacted]

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID *** and find that this resolution is satisfactory to me
My financial institution received the check today and I would like to consider the matter resolved Thank you for your time and attention to this matter.
Regards,
*** ***

Thank you for submitting your feedback. July Business Services (JULY) takes all feedback and issues very seriously and our goal is to respond promptly. After reviewing your circumstances, it looks like JULY miscommunicated with you and we apologize. Your
transaction produced more than one check and when you called to inquire, our staff noted that at least one of your checks cleared and we communicated with you that all had cleared. Once we determined that a stop payment and check reissue needed to take place, we communicated the standard banking fees for that type of transaction. The individual you spoke to agreed to waive those fees; but then it was communicated to you that the fee would apply.Your issue was escalated to a manager where after review, JULY agreed to waive the stop payment and reissue check fees that normally apply. We certainly apologize for not communicating effectively. In addition, we are researching with our banking partner to see of other transactions may have been affected.Please feel free to contact *** *** at *** ext *** Vice President, if you have further questions related to this issue.Best regards,*** ***Vice President, July Business Services***

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Address: 4545 Geary Blvd, San Francisco, California, United States, 94118-2916

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www.mcavoyohara.com

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