Complaints

This profile includes complaints for Plan Administrators, Inc.'s headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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Plan Administrators, Inc. has 3 locations, listed below.

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  Plan Administrators, Inc.

  1300 Enterprise Dr De Pere, WI 54115-4934

• 

  Plan Administrators, Inc.

  PO Box 5250 De Pere, WI 54115-5250

• 

  Plan Administrators, Inc.

  PO Box 60 De Pere, WI 54115-0060

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.

• Initial Complaint

  Date:04/18/2023

  Type:Service or Repair Issues
  Status:

  AnsweredMore 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.

  On March 16, 2023, I faxed over my roller distribution request forms to PAI. I have contacted PAI customer service 7 times since then to see where the distribution check was and today is over a month later and I still haven't received the rollover into my ******************* *** account. This rollover request was for a hardship in which I am still experiencing, because of the lack of assistance and customer focus on ********************. My last call was on Thursday, 13 April 2023, I spoke with ******, who was able to tell me that the check hadn't been cashed and to call back on Friday, 14 April to stop and replace the check, if the check had not been received. On Friday, 14 April, I called and spoke with a gentleman who stated that he could stop and re-issue the check, but I would have to pay $25.00 and an additional $35.00 to stop and reissue the check. I advised him that I didn't have $55.00 because I was in the process of getting evicted from my home. I was transferred to a supervisor, I think her name was ******, in which she too stated that PAI had to pay to have the funds stopped and reissued and that PAI did their part, so it was left up to me to pay the funds and get a check reissued. Neither of these CSR's were any help at all. At no point would they provide me with a copy of the check or the address they mailed it to so I can provide it to Fidelity to track receipt on their end. At no point do I know if the correct rollover information was added this this check to ensure that it would be rolled over into my *** account. Out of the 7 times I have called and have spoken with someone, only one person really investigated this matter and could provide helpful information.

  Business Response

  Date: 04/25/2023

  We are sorry that your experience did not meet your expectations. As outlined in Distribution Request Form paperwork you provided on 3/16/2023, PAi is not able to submit requests for withdrawal until all required paperwork has been received and reviewed for accuracy. Unfortunately,due to missing information (employer page and signature), we were not able to begin the distribution process until all necessary information was received.The requested distribution check was mailed to your new Third-Party Administrator (***) on 3/31/2023. On 4/20/2023, PAi received the returned check from the *** stating they could not identify the participant. PAi confirmed the check was made payable correctly with your account number. ********************** reissued a check, as you requested, and mailed it to your new *** on 4/21/2023.

  Our ************* Team is committed to helping our customers and accommodating their needs as quickly as possible.If you have any further questions, please do not hesitate to call us directly.

• Initial Complaint

  Date:12/27/2022

  Type:Billing Issues
  Status:

  AnsweredMore 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.

  I had a retirement fund from a job several years ago and had forgotten that it had existed. I wanted to claim the funds to transfer them over to another account only to find out that sometime in 2018 between July and September all of the funds in the account had been reported as distributed. I have not had access to this account since it was made and was only just able to log in recently so there is no reason that the funds would have been distributed. I checked with the ****************************** Retirement Benefits and no funds have been reported in my name as unclaimed so it would appear that PAI has stolen my old retirement fund. I want it back.

  Business Response

  Date: 01/09/2023

  This participant's money has been moved to an *** account, and we are working with this participant offline to help them locate their funds.