We are disputing this complaintWe received [redacted] paperwork on 8/1/A representative from our firm had a conversation with [redacted] regarding whether he wanted to rush his distribution request on 8/5/as we were experiencing high volumes [redacted] decided not to request a rush in processing his request on 8/5/ [redacted] called on 8/13/in regards to the status and requested that TRA process his requestTRA faxed [redacted] request to American Funds on 8/13/ [redacted] account was liquidated by American Funds on 8/14/We processed [redacted] ’s distribution request within business days Please let me know if you have any questions Best regards, [redacted] | President The Retirement Advantage, Inc(TRA) [redacted] * [redacted]
Regarding the above reference complaint, as part of our service agreement with Solo 401(k) clients like Xpert Print Solutions, TRA prepares a Form for all clients regardless of total amount of plan assets to allow them to start the statute of limitations for their planClient’s below the $250,asset threshold are given the option to file or not file based on the total plan assets guideline We then received the email below from the client: From: [redacted] Sent: Sunday, September 06, 3:PMTo: [redacted] ***Subject: Re: Xpert Print Solutions, LLC 401(k) Plan - Year End Data Collection File Foll I have had it with you peopleI just received an extension to file a 5500EZ from the IRSEVERY SINGLE TIME YOU JERKS EMAIL ME about year end plan results I have told you that I AM NOT REQUIRED to fill one out because my plan assets do not exceed $250,000.Do you not know the laws? http://www.irafinancialgroup.com/wp/do-i-have-to-file-a-tax-return-with-a-solo-4...⇄ YOU straighten it out with the IRS, and tell them I TOLD YOU NOT TO FILE, and you filed for an extension ANYWAY?My goodness, you're all just brain dead aren't you? Thanks!Tracy602.300.1904www.xpertprintsolutions.com
We are disputing this complaintWe received [redacted] paperwork on 8/1/A representative from our firm had a conversation with [redacted] regarding whether he wanted to rush his distribution request on 8/5/as we were experiencing high volumes [redacted] decided not to request a rush in processing his request on 8/5/ [redacted] called on 8/13/in regards to the status and requested that TRA process his requestTRA faxed [redacted] request to American Funds on 8/13/ [redacted] account was liquidated by American Funds on 8/14/We processed [redacted] ’s distribution request within business days Please let me know if you have any questions Best regards, [redacted] | President The Retirement Advantage, Inc(TRA) [redacted] * [redacted]
Regarding the above reference complaint, as part of our service agreement with Solo 401(k) clients like Xpert Print Solutions, TRA prepares a Form for all clients regardless of total amount of plan assets to allow them to start the statute of limitations for their planClient’s below the $250,asset threshold are given the option to file or not file based on the total plan assets guideline We then received the email below from the client: From: [redacted] Sent: Sunday, September 06, 3:PMTo: [redacted] ***Subject: Re: Xpert Print Solutions, LLC 401(k) Plan - Year End Data Collection File Foll I have had it with you peopleI just received an extension to file a 5500EZ from the IRSEVERY SINGLE TIME YOU JERKS EMAIL ME about year end plan results I have told you that I AM NOT REQUIRED to fill one out because my plan assets do not exceed $250,000.Do you not know the laws? http://www.irafinancialgroup.com/wp/do-i-have-to-file-a-tax-return-with-a-solo-4...⇄ YOU straighten it out with the IRS, and tell them I TOLD YOU NOT TO FILE, and you filed for an extension ANYWAY?My goodness, you're all just brain dead aren't you? Thanks!Tracy602.300.1904www.xpertprintsolutions.com