How One Idea Forever Changed Distribution Processing

by PenChecks Trust | Jan 25, 2023

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.

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Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

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A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

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How One Idea Forever Changed Distribution Processing

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Looking Back On 30 Years of PenChecks

Avoiding the 401(k) Rollover “Mistake”

How PenChecks 5-Year Plan Continues to Drive Growth

Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources

Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change (And Be Ready to Help with Small Balances)

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Looking Back On 30 Years of PenChecks

Avoiding the 401(k) Rollover “Mistake”

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