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Post being replied to

I recently worked with them to move my wife’s 403b. They by eriendfan

were horrible. I guess I am not sure if it was them or Vanguard’s antiquated rules but it was really difficult compared to moving mine from Fidelity.

They seemed to be stuck in the 80’s asking for forms filled out by printing out, typing and faxing to them. They would not accept scanning and emailing. I finally sent forms registered mail but no one could find them. I guess all their people work remotely.

The process took over a month to complete and required lots of phone calls and holding on line.

In comparison my Fidelity exercise took about an hour.