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Angela Sadberry (Support) vendor

Messages
14
First seen
Fri May 22
Last seen
Tue Oct 13

Categorization breakdown

financial: 7 vendor: 7

All email addresses (5)

Timeline (14 messages)

Re: Load Karma Inc. 401(k) Plan Termination Request
Oct 13 12:50 PM
financial high to [email protected] · Load Karma 401(k) plan termination process steps and participant distribution instructions.
Re: Vestwell 401(k): Participant Date of Termination Needed
Oct 13 8:18 AM
vendor to [email protected] · Vestwell 401(k) admin needs Karam Singh's termination date for plan withdrawal.
Vestwell 401(k): Participant Date of Termination Needed
Oct 13 8:10 AM
vendor high to [email protected] · Vestwell needs employee termination date for plan participant Singh, Karam.
Re: Load Karma Inc. 401(k) Plan Termination Request
Oct 11 4:43 AM
financial high to [email protected] · Load Karma 401(k) plan termination process—requires DocuSign resolution within week, $500 fee, IRS 12-month successor rule applies.
Re: Load Karma Inc. 401(k) Plan Termination Process
Oct 7 4:53 PM
financial high to [email protected] · Load Karma 401(k) plan termination process — requires signed resolution and participant notices.
Re: Vestwell 401(k): Participant Date of Termination Needed
Oct 6 2:41 PM
financial high to [email protected] · Vestwell 401(k) plan termination process; $750 fee due, respond with census info promptly.
[Vestwell] Pending request: Vestwell 401(k): Participant Date of Termination Needed
Oct 2 2:03 PM
vendor high to [email protected] · Vestwell needs participant termination date to proceed with 401(k) inquiry.
Re: Vestwell 401(k): Participant Date of Termination Needed
Sep 30 7:16 AM
financial high to [email protected] · Vestwell 401(k) plan termination/deconversion requires offboarding form submission within 3-7 days.
Re: Vestwell 401k with Discretionary Match for 2026
Sep 25 8:31 AM
vendor to [email protected] · Vestwell 401k discretionary match inquiry; John Scarlata offering assistance.
Vestwell 401k with Discretionary Match for 2026
Sep 25 8:29 AM
vendor to [email protected] · Vestwell 401k discretionary match proposal; Account Executive intro for scheduling.
ACTION REQUIRED: Resuming your 401(k) plan selection
Sep 24 11:06 PM
financial high to [email protected] · Complete QuickBooks 401(k) plan selection—action required steps.
Re: Vestwell 401(k): Participant Date of Termination Needed
Sep 21 3:02 PM
financial high to [email protected] · Vestwell 401(k) admin: confirm employee termination date, process Kelvin's transfer.
Vestwell 401(k): Participant Date of Termination Needed
Sep 21 9:22 AM
vendor high to [email protected] · Vestwell needs Vivek Sharma's termination date for Load Karma 401(k) plan.
Re: Vestwell - Integration Help - Load Karma Inc. 401(k) Plan
May 22 7:54 AM
vendor high to [email protected] · Vestwell support offering integration help for Load Karma 401(k) onboarding via Zoom/phone.