About Optimal Plan Design
Optimal Plan Design for Using PenChecks Services
By Brian Furgala / Senior Director of Retirement Services Strategy, PenChecks Trust®, ERISA Attorney
Attention plan TPAs, plan sponsors, recordkeepers and advisors – are you interested in growing your business by making your plans less costly, more efficient, and easy to process force-out distributions? Would you like to simplify your plan, avoid future audits and provide better plan pricing? You can meet these objectives by creating the optimal plan design for force-out distributions. Read Brian Furgala’s latest blog post to find out more.
Furgala is an expert plan designer with a great approach to describing the benefits of force-out distributions.
- Maximizing small balance force-out distributions
- Taking advantage of the $7,000 force-out limit
- Knowing which small-balance force-outs can exceed $7,000
- Utilizing the Automatic Rollover IRA for balances of $1,000 or less
- Leveraging force-out distributions at normal retirement age
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Big Benefits for You and Your Clients!
PenChecks helps you with all these things so your clients can benefit from them as well. From participant distributions and Automatic Rollover IRAs to uncashed check resolution, tax reporting, filing and more– we make the process of removing terminated employees’ balances from your plan an efficient and compliant process.
ACT NOW! Read the blog post. Redesign your plan. Achieve GREAT results.
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