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Business Profile

Retirement Planning Services

OregonSaves

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Retirement Planning Services.

Complaints

This profile includes complaints for OregonSaves's headquarters and its corporate-owned locations. To view all corporate locations, see

Find a Location

OregonSaves has 3 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    • OregonSaves

      867 Hawthorne Ave SE Salem, OR 97301-5241

    • OregonSaves

      PO Box 9895 Providence, RI 02940-8095

    • OregonSaves

      4400 Computer Dr Westborough, MA 01581-1722

    Customer Complaints Summary

    • 2 total complaints in the last 3 years.
    • 0 complaints closed in the last 12 months.

    If you've experienced an issue

    Submit a Complaint

    The complaint text that is displayed might not represent all complaints filed with BBB. 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.

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    Complaint status

    Complaint type

    • Initial Complaint

      Date:03/05/2024

      Type:Customer Service Issues
      Status:
      UnansweredMore info

      Complaint statuses

      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      A couple months back I was enrolled in this *** by my latest employer, and due to not having been informed at all, I called OregonSaves directly.During the first call, they explained to me they had no discretion regarding allowing me withdraw my funds penalty-free due to the fact I hadn't become aware in time, as i was now about 30 days too late. They also claimed there wasn't ANY recourse at all on the 10% penalty I would now face, plus tax, regardless of whether or not notification procedure was followed. They then advised me to close the account and withdraw the funds. So I hung up, went online, closed the account, only THEN to be shown a balance and transaction history which DON'T match my paystubs at all. At this point I called back and explained to them my balance was considerably short, at which time they tell me that the employer must just not yet have submitted the additional/missing contributions, and unfortunately I'd now have to collect the remaining balance from them directly, seeing how my account was now closed. I asked why the site DIDN'T inform me of this, when it clearly had applicable footnotes present below, when the gal admits to being aware it isn't at all mentioned, though couldn't explain why.I then went online to at least withdraw what I could in the meantime, and proceeded to connect my bank account, finding their system uses the 2FA security gateway protocol Plaid to facilitate this, being sure to read everything carefully. However, it then stated I'd need to wait several days before being able to withdraw anything to that account, in addition of course to the several days it'd take to actually receive said funds, so at this point I was livid.Upon calling a third/final time, I was ridiculed, laughed at and condescended to, and after asking half a dozen times from this guy I was treated even worse by his superior, whom told me procedural transparency DIDN'T need to be provided online until "after" relevant actions were already taken.
    • Initial Complaint

      Date:12/25/2023

      Type:Product Issues
      Status:
      UnansweredMore info

      Complaint statuses

      Resolved:
      The complainant verified the issue was resolved to their satisfaction.
      Unresolved:
      The business responded to the dispute but failed to make a good faith effort to resolve it.
      Answered:
      The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
      Unanswered:
      The business failed to respond to the dispute.
      Unpursuable:
      BBB is unable to locate the business.
      They stole $165.95 out of our account on 11/29/23 two days after cashing our check **** for the same amount. On the phone they said they could not take money out of our account without doing some kind of off-cycle contribution, so I sent a check instead. To see it stolen after sending in a check that was cashed was unexpected. I emailed on behalf of LUV A BULL PIT BULL RESCUE, TIN 81-0607118 on 12/18/23 and have yet to receive a reply. I want them to acknowledge their error and refund the money they stole.

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