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How to Fight Back Against Social Engineering Hackers

Have you or your business fallen victim to a social engineering scam? Are you concerned about having sensitive client data stolen from your computer network by a cyber hacker? If so, you’re not alone, as cyber security has become an ever-growing threat to individuals and companies around the globe.

SSRA and RSSA: The Next Step in GID (Getting It Done)?

I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.

U.S. Supreme Court Rules On Fiduciary Responsibilities

Are plan fiduciaries protected from excessive fee lawsuits just because they offer participants a menu of investment funds that includes some low-fee investment choices? Or are plan sponsors and other fiduciaries required to do more than that?

PenChecks Named a San Diego Top Workplace

PenChecks Named a San Diego Top Workplace for 2021 in the San Diego Union-Tribune’s (UT San Diego) annual “Top Workplaces” contest. And now, thanks to our awesome employees, all of San Diego will know about it.

Zero Trust: The New Cybersecurity Paradigm

Cybersecurity technologies and methods used to protect a company’s data have significantly evolved over the last two decades. Unfortunately, so have the cyber criminals (hackers) who relentlessly pursue the riches to be made from stealing personal information and other sensitive data.

Blue Ridge ESOP Associates

Company Situation:As the largest independent ESOP and 401(k) third-party administration and recordkeeping firm, Blue Ridge works with ESOP and 401(k) plans ranging in size from 10 to over 30,000 employees. Although their services include distribution services, Blue...

Sentinel Group

Company Situation:When missing terminated plan participants fail to claim their retirement accounts, plan sponsors retain fiduciary responsibility for the assets and must continue paying plan administration expenses for those former employees until they claim their...

Acuff & Associates

Company Situation:Acuff performed small account closeouts for two clients. One had a small plan with about 100 accounts. The other, a big retailer with automatic enrollment and a very large plan, had sizeable numbers of small accounts. Forcing out those accounts...

PenChecks, Inc. Hires New Senior Director of Product Management

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Ron Kaplan as their new Senior Director of Product Management.

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.

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