ComplaintsforFuture Plan

• Initial Complaint

  10/09/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Unanswered

  More info

  Future plan specifically Calib Volpie was supposed to process my 401K separation dispursment. We moved over to a new 401K provider Human Interest. This was because the horrible service they provided, no call back or email returned to either myself or our Advisor ******* who handles this with Delta Ambulance. Anyhow I separated from Delta on July 10th and filled out all the paperwork for future plans to process my separation dispursment. They more of less refused to then put us in a blackout period while all the employees contributions were liquidated over to our new provider at Human Interest. Due to the fact they purposely did not process my distribution and did not communicate was at the upmost displeasure of everyone within the company. I have two disabled kiddos whom I needed this dispursment so that I could meet their needs. Future plan purposely helped to put me in a more difficult financial situation by not releasing the funds timely and blacking me out while the funds are liquidated over. I have emails between myself and ******* as I stated handles our company 401K showing how this should've been resolved back at the beginning of September. Calib Volpie was very rude and discourteous and wouldn't even give me any information other than refuse my request. They do not return phone calls or emails.

• Initial Complaint

  11/15/2022

  Complaint Type:

  Order Issues

  Status:

  Unanswered

  More info

  I have been trying to transfer my funds to a different vendor since September 2022. When I call the receptionist asks who my employer is and then transfers me to a department that does not handle my account. That department does not know what department handles my account, so I have to call back again. Each time I get transferred to a different department that doesn't handle my account. When I finally ask for a manager I get sent to someone who is able to help, but she's not supposed to be working on my account. She also doesn't know how to get me to right department. She sent me the forms I needed. I completed the forms and faxed them back according to the instructions, but did not receive confirmation. I have been trying to call and speak to the department that handles my account, but it goes to voicemail and no one ever calls back. When I speak to a department that doesn't handle my account, they are able to access limited information, which doesn't answer my questions. One representative told me that it's supposed to take 1-2 weeks to complete the transfer, but she said they were backlogged and now it takes several weeks. I need help getting my money transferred and it's frustrated with the run around I get calling this company. Also, the representatives that I have spoken to never let me speak to a manager.

• Initial Complaint

  06/20/2022

  Complaint Type:

  Billing Issues

  Status:

  Unanswered

  More info

  Re: ******** for a **** administered by FuturePlan. I've been provided with the forms to request transfer of funds. Organization that will execute the rollover and provide investment advice told me that they require current account statements for the two accounts to be rolled over. Downloaded the ************** statement via an online client portal. Cannot access info for the 2nd "pooled" account online. FuturePlan included the total vested account balance as of 12/31/21 on the Request for a Cash Distribution or Rollover form, but I need a statement. I replied to the email from ****** ******* that provided me with the Request for a Cash Distribution or Rollover forms for both accounts, requesting the statement for the pooled account on ******* As of ******** I have not received a response. I've called FuturePlan Distribution Department numerous times over 1 ½ months (************) to obtain the required statement. Each time I've called I've been transferred to the "Distribution Group". I am then prompted to leave a message for a call back, which I have NEVER received. Recently I called FuturePlan and the gentleman who answered told me he would need to transfer me to the Distribution Group. I informed him that I have repeatedly left messages for a callback after being transferred and have not received a return call. I told him my request is time sensitive and that I need the latest statement that day. He told me he could only transfer me. I asked him if I could speak to a manager, and he HUNG UP! Today ******* I forwarded the email sent to ****** ******* on ******** to ****** ******* again, requesting response. I shared my frustration with the lack of response from *********** I reminded her that when we spoke by phone on ****** she told me that the rollover for the pooled account must be completed within a few weeks, or I could not transfer until ********* I received no response within a few hours of sending the email and decided to file this complaint.

*Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business. ↩