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Fidelity Investments complaint: Mishandling of retirement account transition after spousal death

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Filed 1 May 2022 by Allison

Fidelity Workplace retirement team and transition services has repeatedly dropped the ball and have not transitioned late spouse’s retirement accounts into my name despite frequent communication and compliance with all document requests. The death was first reported 12522 and the process has started over from the beginning as of 42822. I have been passed around to no less than 7 Fidelity associates, have been asked to submit death certificate at least 4 times. I have been told that I will be contacted and there is repeatedly no follow through. I have spent hours on hold waiting to speak to representatives. the incompetence and egregious handling of our retirement accounts is absolutely unacceptable.

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