May 21 – 23 / Broadridge Fi360 Solutions Annual Conference

Westin Kierland Resort and Spa / Scottsdale, AZ

Hear from the experts on major movements impacting the retirement industry. The PenChecks team will be there and we look forward to seeing you in sunny Arizona!

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Upcoming Events

Topics

Culture Drives Top Workplace for PenChecks

For the second year in a row PenChecks Trust® has been recognized as a Top Workplace in the San Diego UnionTribune’s annual “Top Workplaces” survey. We are proud to receive this award…

Avoiding Improper Retirement Plan Distributions: The DOL and the Good, the Bad and the Ugly

One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.

Why You Need Cyber Security Insurance and How to Get It

In recent months, the topic of Cyber Security insurance has crept to the top of the charts for the Department of Labor’s (DOL) ERISA Advisory Council (EAC). Each year, the EAC picks topics it deems crucial to the administration of ERISA.

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.

Who Knew Distribution Processing Could Be So Simple?

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...

Why Our Clients Believe in PenChecks

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:

Over 29 Years of Industry Leadership

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:

How One Idea Forever Changed Distribution Processing

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...

April 2 – 4 / NAPA 401(k) Summit

San Diego Convention Center / San Diego, CAThe NAPA 401(k) Summit is the nation’s largest and most prestigious conference for retirement plan advisors. PenChecks will be attending. Come meet our team at booth 226!

Events

Browse the dates and locations of important industry events you won’t want to miss!