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

[G. (Gus) Benjamin Lindsey III]

Hi Neil,

 

I am a former Boeing  Senior HR Manager. Is the PC going through TotalAccess? Was account initially in the name of the Boeing employee? If she knows the Bems ID of the Boeing employee that might help. 

 

Feel free to call me if you want to discuss.

 

Sincerely,

 

G. (Gus) Benjamin Lindsey III

Attorney-at-Law



 

The Law Office of G. Benjamin Lindsey III

2012 Grade Road, Suite 202

Lake Stevens, WA 98258

Phone:   (425) 263-9585

 

website:  <http://www.gbl3law.com/> www.gbl3law.com

 

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Neli Espe, J.D. - Olympic Legal
Sent: Thursday, June 04, 2015 10:32 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Boeing 401(k) - Beneficiary account created but no access provided for 45 days

 

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 | neli at olympiclegal.com

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