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tony

Vanguard 403b Services A Mess

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Dan

I am in no way attempting to degrade Vanguard. I love and trust them just like you. Don't get me wrong. I was just sharing this person's experience with hopes others can avoid going through what she is going through. I wasn't expecting to write a novel about this situation but its like the new chapters kept coming. 

Still I have to wonder why a company hired to supervise  Vanguard's 403bs by Vanguard seems so inept and complicated.  I personally never had to go through any of this with my dealings with Vanguard in and out of the 403b. I can't remember ever having to wait 30 minutes on hold to reach help from Vanguard in the past either!!

Tony

 

 

 

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Hey Tony,

I am thanking you for both sharing this and helping this person. I am also pointing out that I have had trouble with them as well. It may take the Newport folks some time to get up to speed. But again, this is good info for the 403(b) community. - Dan 

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Dan

I totally got what you meant in your post. Thanks for replying. Sorry if I sounded defensive. Didn't mean to if thats how I came across.

I haven't heard back from the teacher  lately so I hope this will have a happy ending. I do know she has "hooked up" with a very nice young lady named Katy at Newport who is helping her navigate through the process. The teacher spoke highly of her and felt relieved that she could actually connect with one particular person instead of the multiple personalities she was dealing with before. She is only talking to Katy  now and that seems to have helped. 

As soon as I know more i will continue to post. I think you are right. This may be new territory for Newport and  I want to give them the benefit of the doubt for the time being.  

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