[WSBAPT] Boeing 401(k) - Beneficiary account created but no access provided for 45 days

Neli Espe, J.D. - Olympic Legal neli at olympiclegal.com
Thu Jun 4 10:31:52 PDT 2015


Dear Listmates,

I have an exasperated beneficiary of a Boeing 401(k) plan. It seems Boeing created the beneficiary account without any issue. Then, when it came to issuing the Boeing ID and pass code, the nightmare began. PC was told the information re ID and pass code was mailed, she never got it. After numerous hours on the phone, she was told the ID was never created. The issue has been ‘elevated' for resolution four times already with no success.

Any suggestions?

Best regards,

Neli

__________________________________________________________________________
Neli Espe| Olympic Legal Services, P.S. | Your Skagit Business and Estate Counsel
Business Counsel * Real Property * Estate Planning * Probate
tel: 360.630.3635 | web: www.olympiclegal.com<http://www.olympiclegal.com> | neli at olympiclegal.com<mailto:neli at olympiclegal.com>
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