USER REVIEWS (ccburke)
Money Purchase Retirement Account
I had a remaining real estate investment trust held in a Money Purchase Plan, which I could not remove from this organization. The amount of money involved is small, the remaining value of the trust was cashed out at $1946.01. Fiserv had also held back an additional $300 of cash to ensure their fees were covered. They changed the fees from $125 per year (which I paid for 2009) and then added quarterly fees in addition.
When the cash finally came in, they deducted $1, 087 in fees at the time I could finally close the account. When the real... read full review »
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