PenChecks Trust, Author at PenChecks Trust

IRA Solutions – One Pager

by PenChecks Trust | Mar 20, 2021 | Brochures + One Pagers

iJoin and PenChecks Automate Force-out IRA Processing

by PenChecks Trust | Mar 12, 2021 | News & Press

For Immediate Release: iJoin and PenChecks Automate Force-out IRA Processing – The new seamless integration improves operational efficiency and client service year-round

Distributions – One Pager

by PenChecks Trust | Mar 2, 2021 | Brochures + One Pagers

We will be announcing our next scheduled conferences and events shortly

by PenChecks Trust | Jan 15, 2021 | Events

Check Back Soon!

Using Your Brain To Win – Presented by Holly C. Green, CEO – The Human Factor

by PenChecks Trust | Jan 12, 2021 | Expert Series Webinars & Videos

Presented as part of ASPPA’s webcast education program, nationally known leadership expert Holly Green combines her leadership experience with the latest in neuroscience to illustrate how using your brain more effectively can help you make better decisions that lead...

IRS Correction Series – Presented by Brian Furgala, ERISA Attorney (4 Part Series)

by PenChecks Trust | Jan 12, 2021 | Expert Series Webinars & Videos

Learn how the IRS EPCRS program helps correct retirement plan mistakes, avoid IRS sanctions and keep plans compliant. Presented by: Brian Furgala, ERISA attorney for the law firm of Gray-Robinson.IRS Correction Programs: Part I – Overview of EPCRSEPCRS Self-Correction...

PenChecks Launches New Online Retirement Distribution Processing Platform

by PenChecks Trust | Nov 16, 2020 | News & Press

PenChecks Trust^®, the largest independent provider of outsourced benefit distribution services and Automatic Rollover/Missing Participant IRAs in the U.S., is proud to announce the launch of its latest technology innovation – Amplify.

PenChecks Trust®, ASPPA Open Applications for Prestigious QKA Scholarship Program

by PenChecks Trust | Nov 3, 2020 | News & Press

PenChecks Trust^® Company of America (PenChecks Trust) and the American Society of Pension Professionals & Actuaries (ASPPA) are pleased to announce the opening of applications for the QKA Scholarship Program for ASPPA’s Qualified 401(k) Administrator (QKA) credential program.

A Year to Remember

by PenChecks Trust | Jul 27, 2020 | Blog

To paraphrase the words of President Franklin Roosevelt, “2020 is a year that will live in infamy”. We’re only halfway through the year, yet the COVID-19 pandemic has already shaken our world in ways nobody could have foreseen…

PenChecks Names Spiro Preovolos New CEOPenChecks Founder to Retire After 25 Years of Innovation and Success

by PenChecks Trust | Jun 10, 2020 | News & Press

The Board of Directors for PenChecks, Inc., a leading provider of retirement plan distribution services, announced today that company President Spiro G. Preovolos has been elected as the new CEO.

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Protect Your Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

Retirement’s Future

I’ve spent my entire career working with retirement plans, beginning with an internship my senior year of college. Looking back over that period of time, it’s remarkable how much has changed.

Culture Drives Top Workplace for PenChecks

For the second year in a row PenChecks Trust® has been recognized as a Top Workplace in the San Diego UnionTribune’s annual “Top Workplaces” survey. We are proud to receive this award…

Avoiding Improper Retirement Plan Distributions: The DOL and the Good, the Bad and the Ugly

One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.

Why You Need Cyber Security Insurance and How to Get It

In recent months, the topic of Cyber Security insurance has crept to the top of the charts for the Department of Labor’s (DOL) ERISA Advisory Council (EAC). Each year, the EAC picks topics it deems crucial to the administration of ERISA.

PenChecks Earns San Diego Top Workplace Trifecta!

When PenChecks was first named a San Diego Top Workplace in the UT San Diego workplace survey of 2021, it was a humbling experience. When we received the recognition again in 2022, I felt we deserved it.

SECURE 2.0 in 2024: One Change Lowers Plan Costs, Offsetting Potential Costs of Other Changes

Do your New Year’s resolutions include understanding SECURE 2.0 provisions effective in 2024? You’re in luck! Below is a summary of certain provisions included in SECURE 2.0 that become effective this year.

PenChecks, Inc. Hires New Director of Retirement Services Strategy

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Brian Furgala as their new Senior Director of Retirement Services Strategy.

Economic Group Pension Services (EGPS)

Company Situation:EGPS assists plan sponsors and TPAs with plan terminations, including processing more than 1,000 terminated participant distributions each year. Some of the terminations involve large numbers of participant distributions, others are small plans....

Normandeau Associates, Inc.

Company Situation:An environmental consulting firm headquartered in Bedford, New Hampshire, Normandeau Associates became an ESOP company in 2000 and has been 100% employee owned since 2012. With 250 participants in the ESOP, the company struggled to process the annual...

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