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May 2024 by Roger Cox
They never sent me a 1099-R from 2022, but they sent info to the IRS. I've never had an account with them through any company, but now the IRS says I owe them almost $3500 for supposedly withdrawing $8000 from a retirement account I never had. Called them and the associate that answered says that my personal information isn't even in their system. Couldn't find my name, date of birth or last 4 of my SSN anywhere. They were supposed to call me back after I requested them to help correct the mistake. No call and now when I call them I get routed to a voicemail every time. I am beyond p!$$ed!
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December 2023 by Stanley K Jones
They purposely delay a transfer of my matured annuity to another company.
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February 2023 by Just Kelly
I waited until after the 1st of February to file my taxes, Then 3 days after the deadline for receiving 1099 forms one shows up in my mail. Late. I have to now pay to file an amended tax return, All my other documents were in my hand no later than the middle of january. No excuse for this type of poor performance. Everyone knows the deadline is 1-31 every year, they waited until the last second to mail them and then they are late. Thanks Reliance for costing me another 100 bux.
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December 2022 by Daleshan Chaplin
Truthfully, I really don't know why everyone is so alarmed. If you received a 1099 from them, obviously you worked for a company that offered 401K whether you elected to enroll in a 401 K plan or not, the company automatically did for you. Since no contributions were made to the 401K or ROTH plans, it zerod out. Resulting in you still receiving a 1099 from this company once they got caught up on some records/accounts or finally came across your account. My mother receives her retirement check from here. She has been receiving that check for over 20 years. The checks are legit, so is her retirement. She worked for a mill that closed down years ago and this was the only option offered from that company was monthly contribution retirements disbursements checks. Though she is not able to get the lump sum, she has been receiving her check every month, on time for the last 20 years as well as my father before his passsing.
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September 2022 by Carmen Kavali
They have NOT UPDATED THEIR ADDRESS with the US Post Office (PO BOX in Sandy Springs) for over a year now. Their important-looking mail continues to be delivered to that PO Box, even though they no longer own it and despite my returning much of it as "no longer at this address". I wonder how attentive they are to their accounts if they haven't even bothered to have their statements forwarded since 2021.
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June 2022 by Muhammad Raza Naqvi
Recieved a 1099 for 37000 $, when in reality it did not.SCAM PPL BE AWARE
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May 2022 by Esmeralda Ramirez
I am a bit concerned. I also received a 1099-R from this company and I have no clue why. I see others who are also voicing out the same concern. - UPDATE: found out that my 401K was moved by my former employer. Now I need to figure out how to move it.
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May 2022 by Mark Lester
My mother bought stock a while back. The stock she bought into was sold. She was do to get a good bit of money aftyer the stock was sold. Her information was sent here and now she hasnt gotten her money and cant get anyone on the phone to find out anything.
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April 2022 by Barak277
Received a fake 1099-R statement. I called the number on the statement only to get an automated response from a different company. When I was finally able to talk to someone one the phone all they wanted was my social security number. When I gave them the "account number" that is listed on the statement i was hung up on. Do not give this people your information. A real tax document will have a real company name on it. If you are unsure please reach out to your employer.
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April 2022 by CATHERINE MCDONALD
Wish there was a negative stars option.I am the executor for my aunt's will.Cousin named in the will received a 1099 from "Reliance Trust" for $31K payout.Reliance Trust was not one of the companies in her portfolio.When I called, it went directly to voicemail with a generic message to leave a message. No business title or any kind of custom tag line.SCAM
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February 2022 by Muhammad Raza Naqvi MD,FACP
Recieved a 1099 for 37000 $, when in reality it did not.
SCAM PPL BE AWARE
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June 2021 by Kay W
Dinah Contino, Frances Mills...enough said. Run.
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June 2020 by Nahtalie Holmes
This company sent me a 1099 form. Never heard of them.. never made any contributions nor has my job. And I definitely haven't received any payments. So why do you have my information. I need this cleared up asap!!!
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June 2020 by B C
Where’s the option for zero stars? Forget about trying to get a hold of them cause you might die of old age before they pick up. I have never made any contributions to this company yet I received a 1099 R. This place is definitely a SCAM and they have our personal information.
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June 2020 by Sand Castle Investment Group
My name is Erick and I use them for my 401k... They never pick up the phone. the phone system always hangs up. I have been trying to contact them all day. I have left messages no contact.
