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.
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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.
Culture: The Foundation of PenChecks Success
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.
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.
From Service Provider to Fintech Partner – The New Direction for PenChecks
Almost 30 years ago PenChecks Trust® opened for business with the goal of solving retirement plan distribution problems for plan sponsors and third-party administrators.
PenChecks Statement on the Recent Activity in the Banking Sector
As you undoubtedly know, the past few days have been stressful and highly eventful in the banking world. The failure of three banks, Silicon Valley Bank (SVB) and Silvergate Bank, in California, and Signature Bank…
DOL Best Practices for Missing Participant Searches
Nearly half a century ago, Congress passed the Employee Retirement Income Security Act of 1974 (ERISA). This groundbreaking law laid the foundation for the retirement plan industry as it exists today by setting minimum standards to protect participants of voluntarily established retirement and health plans in the private industry.
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…
Let’s Make 2021 An Amazing Year!
As far as years go, 2020 was just plain rough, to put it nicely. Not since the Great Depression and World War II have our lives been so disrupted in so many ways. The challenges came fast and furious, forcing us to adapt in ways we never thought we would. And with the coronavirus continuing to spread like wildfire, with new and possibly more virulent strains entering the fray, 2021 isn’t looking like the pot of gold at the end of the rainbow.
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