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.
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Protect Your Data with Cybersecurity and Privacy/Compliance Collaboration
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.
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.
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.
SECURE 2.0 Force Out Limit and Plan Audits
The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.
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.
The Pros and Cons of Artificial Intelligence in the Financial Services Industry
Artificial Intelligence (AI) is a rapidly growing field with the potential to revolutionize the financial services industry. In recent years, AI has been used extensively in financial services to improve the customer experience, streamline operations, and identify fraud.
SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis
The primary goal of retirement plans is to provide income at retirement, but defined contribution plans have been permitted to make some distributions while participants are employed. The most common form of distribution to participants who are younger than age 59 ½…
Five Things You Need to Know When Switching Recordkeepers
There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers, even when the change is instigated by a regular, thoughtful, focused evaluation of the alternatives.
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