Lauren M.
Call your new 401k or IRA to work with Alight, don't bother with their customer service yourself
I have been working with Alight for the past two weeks to roll over my 401k to my new employer. The first representative took my form and said they would fill it out because my statement is worthless. It doesn't have an account number, an internal revenue code number, nothing except my name and address and amounts. I reached out a few days later to follow up and they gave me a ticket number. I contacted them today and they said we can't fill out that form, we'll give you that information with the check we'll mail you. I called my new company's 401k provider, Empower for assistance. When I told the representative who I was trying to roll from she immediately said oh they're a doozy. She was not kidding.. she conferenced in with me and we waited 20 minutes for someone to come to the phone, we're routed to the wrong place, luckily it was a fast route to 401k after that and then the representative we spoke to didn't know anything about my account. Luckily I knew the numbers myself, otherwise who knows if they would have been correct. The representative from Empower spent over an hour with me to get my 401k rollover started. Now I have to call Alight back in 7 days to complete the rollover. If the first representative had told me this 2 weeks ago I wouldn't be in this position, it would have already been sent to Empower.


