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PenChecks Opens New Call Center to Improve Phone Support

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

Access to PenChecks Amplify® Via Internet Explorer Will End on August 17, 2021

Microsoft has announced that it is ending technical support for Internet Explorer (IE) for online services on August 17, 2021.

Neither Snow Nor Rain Nor Heat

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

2021 Midyear Update: Getting Ready for the New Normal

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

Where’s Waldo (and Mary… and Joe… and Pat)

Every retirement plan has participants, which means sooner or later every retirement plan will also have ex-participants. As any employer who sponsors a retirement plan knows, those ex-participants sometimes go missing. And that can be a real problem for retirement plan fiduciaries.

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, Inc. Hires New West Regional Director

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Kevin Spaeth as their new West Regional Director.

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…

PenChecks, Inc. Onboards New East Regional Director

PenChecks, Inc., parent company of PenChecks Trust®, a leader in innovative retirement plan distribution solutions, is pleased to announce the addition of Tim Loehr as the company’s East Regional Director.

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