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Embrace Artificial Intelligence or Get Left Behind

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.

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.

Avoid RMD Complexity With Force-Out Distributions at Normal Retirement Age

Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.

PenChecks, Inc. Onboards New Southeast Regional Director

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Brian Furgala as their new Senior Director of Retirement Services Strategy.

Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

Prevent Problems by Using Auto Rollover IRAs for Force-Outs Below $1,000

Have you done something for a long time without really thinking about it, and when you finally do you realize you could be doing it better?

PenChecks, Inc. Hires New VP of Advisor Solutions

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Brian Furgala as their new Senior Director of Retirement Services Strategy.

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