John Sullivan, Author at PenChecks Trust

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

by John Sullivan | Feb 6, 2024 | Blog

Retirement benefits that go unclaimed is a major—and growing—problem, with recent headlines putting the total amount of lost or forgotten assets well north of a trillion dollars.

Why State Retirement Plans Are Good for America’s Workers and Private Sector Plans

by John Sullivan | Jan 29, 2024 | Blog

Here we are at the end of another very successful year for PenChecks. 2023 will be another year of record company growth for us in every key financial metric.

Topics

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

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.

Looking Back On 30 Years of PenChecks

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.

Avoiding the 401(k) Rollover “Mistake”

A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

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.

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

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.

Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits

Forfeiture lawsuits have been in the news a lot lately. It may have you second-guessing what to discuss or do for clients and built-up forfeitures in their retirement plans.

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

Where did 2024 go?! Hard to believe that we are closing in on 2025 and another round of SECURE 2.0 provisions is coming online.

Cetera

Company Situation:When working as a TPA, Cetera cannot directly handle funds, file tax forms, or process benefit elections from participants. This makes it difficult to process participant distributions as the burden is often then placed on the plan sponsor. Many...

Rincon Research

Company Situation:Rincon Research, an ESOP company, is an incredibly vibrant organization that conceives, analyzes, designs, implements, and tests software solutions for some of the most intriguing Government projects. Distributions for their ESOP plan were managed...

Archives

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

Why State Retirement Plans Are Good for America’s Workers and Private Sector Plans

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

Looking Back On 30 Years of PenChecks

Avoiding the 401(k) Rollover “Mistake”

How PenChecks 5-Year Plan Continues to Drive Growth

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

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

Cetera

Rincon Research

Archives