Learn how Amplify – PenChecks’ powerful cloud-based processing platform that automates and streamlines the retirement distributions workflow – has become the standard platform for all the company’s clients and how it keeps getting better.Learn more about...
PenChecks Vice President and National Sales Director Scott Okrasinski relates how the company’s corporate values and principles have played a key role in PenChecks’ continuing growth and long-term relationships with clients.Learn more about PenChecks:
PenChecks Trust® President and CEO Spiro Preovolos talks about how PenChecks became a leader in the retirement plan distribution industry by doing what nobody else was doing.Learn more about PenChecks:
For nearly 30 years, PenChecks has leveraged its people and technology to support their retirement plan clients efficiently and effectively. Learn how PenChecks can be big enough to process billions of dollars in distributions each year but small enough to care. Learn...
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...
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...
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