Vanguard keeps giving my parent the run around. Vanguard requires a physical signature, they try to sell the shares and transfer the money instead of transferring the shares, wait 3 months then say the paperwork isn’t valid. Email is worthless. Calling results in waiting for hours on hold, DCing, repeat. Any tips or tricks?
- Next Planning on saving about half my salary in January, any tips
- Previous benefit advise for winning a comp
Keep in mind that it’s not Vanguard requiring anything. It’s the 401k plan that lays out the rules of engagement. Vanguard is just the messenger.
You are in a difficult situation. Short of getting a phone person, you cannot do much.
Since this is a retirement account there are no tax consequences if you decide to sell the shares and transfer the assets as a check to fidelity. Your dad’s ex employer is making this super hard, might be a good idea to just do that
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