JPMorgan Retirement Plan Services Customer Service Issues

I am seeking information regarding a 401K loan. I am new to this process and reached out to a representative named Larry. Unfortunately, he was unhelpful and displayed a condescending attitude towards me. Despite being able to navigate the loan application online easily, I still required clarification on certain aspects. Larry's dismissive behavior left me feeling dissatisfied and frustrated as he did not address my concerns adequately. His tone was demeaning, and he seemed uninterested in assisting me through the process. I felt belittled and unsupported during our interaction. I hope for a more positive experience in the future and seek reassurance that the company values its clients and their financial well-being. Trust is essential when managing accounts that impact one's future retirement, and I believe respectful and informative customer service is crucial in this regard.

On February 4, [redacted], my father passed away, leaving his Traditional IRA account number [redacted] with Chase. I visited the local Chase branch in Staten Island on 3/7 to complete the distribution paperwork, where I received assistance from a professional and polite associate. On 3/22, I contacted the retirement area and spoke with Tabitha about the status of the distribution, only to be told they were behind in processing. I requested to speak to a supervisor and was connected to Vanessa, who provided rude and unprofessional service, stating they were busy, resulting in a 14-day delay. I am also concerned about the low c/d rate holdings in the account and whether any investment options were discussed with my elderly father in recent years. I believe a thorough investigation is necessary regarding the delayed distribution and the investment holdings. I appreciate a prompt written response regarding these matters. Thank you. - William M DiLodovico. Email: [redacted] Address: [redacted] NE 17th Ave, Fort Lauderdale, FL [redacted].

In [redacted], Integrated Health Services had a retirement savings Plan with American Century. I do not have the Plan I.D. #. The Plan terminated and was transferred to CitiStreet. I am the Plan Administrator's senior analyst. We receive SSA notices from our former employees who are looking for the money listed on the notice. Many of these employees insist they did not take a distribution or a rollover. Is there a way to research these employees and provide them with information regarding their old retirement account? Perhaps providing a phone number they can call or contacting me directly for the information would be helpful. We receive numerous calls about this at the beginning of each month. Thank you, L.W.

I have been trying to contact the pension department at JP Morgan, but I am getting redirected by the automated menus. When I finally speak to a representative, I am transferred to another automated menu. Although I was not an employee of JP Morgan, I receive a monthly pension from them. The original plan is under the name H F Ahmanson with the plan number 95-[redacted]-[redacted]. Recently, I received a notice from the SSA regarding "Potential Private Retirement Benefit Information" that suggests I may be eligible for additional benefits. I can provide a copy of the notice, but it contains my SS#. How can I explore this further and potentially file a claim? Thank you for any assistance you can provide.

I am seeking confirmation of my monthly pension payment. Despite numerous attempts at calling various phone numbers provided, particularly [redacted], I am unable to get the information I need. A recording consistently prompts me for a number I don't possess or states that my record cannot be located. The individuals I've conversed with relay the same unhelpful information as the recording. I am in need of assistance urgently. I urge you to investigate why my details are not showing up in your systems, even though I receive my pension regularly each month. Thank you.

I am a retiree of Manufacturers Hanover and now Chase. I would like to transfer my monthly pension deposit and medical deductions from my Chase checking account to my current bank account to simplify my life. I currently write a check every month to my Chase account for my monthly needs and deposit it into my local account. However, the nearest Chase branch office is almost [redacted] miles away from where I live in upstate NY near the Canadian border. Since I only write one check a month and am almost out of checks, I am considering having the pension and medical deductions sent to my local office of Community Bank N.A. I reconcile my Chase account balance with the monthly account statement consistently. Once the pension accounts transfer is complete, I plan to write a check for that amount and close my Chase account. How can I go about making this transfer?

When attempting to access Retirement Services and entering my Standard ID, I receive a message stating that it is invalid. I haven't reached out to Retirement Services in approximately ten years, but my Standard ID should remain the same. I am a long-serving Chase retiree, having retired for more than 20 years. My main objectives are 1) to update my Standard ID, 2) make a minor adjustment to my primary address, and 3) rectify the phone number currently listed in your records for me. Any assistance would be greatly appreciated!

I am frustrated as it took a whole day for Ussa to assist me in claiming my mom's Ira funds as a beneficiary. I had submitted paperwork with a private client banker, provided the death certificate, and followed up multiple times with the retirement Ira branch. Despite all this, I received a letter requesting the same paperwork to be filled out again. The forms were recently sent to me, even though I was initially told they were retained at the branch. I am now being asked to repeat this process, which is exasperating. I am determined to resolve this issue as I want access to the funds owed. The lack of coordination and knowledge among the staff is concerning. If this matter is not addressed promptly, I may consider taking legal action or involving media outlets for investigation.

I was under the impression that I would only be charged $5 for using Just Answer. With a limited amount in my bank account, I was prepared to proceed with the $5 payment. However, after entering my banking details, I was surprised to see a $30 charge attempt that was declined by my bank. I may have missed this discrepancy if my bank hadn't alerted me, potentially leaving my account vulnerable. Now, I am concerned that my banking information could be saved on the Just Answers app.