For the last two months, I had two phone call conversations with plan providers that I haven’t talked to, in some time. The reason I didn’t talk to either person for a long time, was because they were working for bosses who I had issues with. One boss terminated our document drafting relationship without notice (that required me to have my document drafting subscription and lose all my prior data) and the other, was a third-party administrator that tried to shake a plan I worked on for $80,000 in duplicitous fees.
Honestly, you can’t fault the employees of plan providers where the bosses are unreasonable. Expecting people to stand up for you and what’s right isn’t likely to happen when these people have paychecks signed by unreasonable bosses. Believe me, I have worked for quite a few of those people. That being said, the point here is that when working with plan providers, you should never burn your bridges. It’s a small industry and there may be times when you have to call on people, who have been burned by someone close to you.
