Events

Browse the dates and locations of important industry events you won’t want to miss!

Sep 18-20 / NCEO Fall Forum

JW Marriott / Indianapolis, IN

PenChecks event calendar icon

Discover the future of employee ownership at the 2024 Fall Forum! Our revamped, interactive format promises to deliver unparalleled insights and tangible takeaways, departing from traditional breakout sessions to offer deep dives into employee ownership topics that will captivate you like binge-watching your favorite show. Join the employee ownership community to connect, engage, and be inspired, while gaining valuable strategies and insights on everything from acquisitions to valuation. Don’t miss this opportunity to learn, solve, and grow alongside fellow employee-owners and industry experts, significantly impacting your goals, team efficiency, and company culture.

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Upcoming Events

Topics

How PenChecks 5-Year Plan Continues to Drive Growth

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources

Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.

Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist

Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.

Avoid RMD Complexity With Force-Out Distributions at Normal Retirement Age

Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.

Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

Recent Posts

Oct 13-15 / Wealth@wor(k)

Wealth@wor(k) is THE industry event for financial advisors who specialize in employer-based retirement plans

Oct 20-23 / ASPPA Annual

October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement.

Nov 3-5 / Spark Fall Forum

Our signature event, the SPARK Forum is the world’s most important gathering of C-suite and senior executives in the retirement plan market!

Nov 13-15 / Randug Users Conference

Join us at the RANDUG 2024 Annual Meeting. Hosted at the beautiful Sandpearl Resort in Clearwater Beach, FL

Nov 13-15 / Employee Owned Conference

The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world.

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