November 8 – 10 / Employee Owned 2023

Topics

SECURE 2.0 Force Out Limit and Plan Audits

The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.

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.

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…

Five Things You Need to Know When Switching Recordkeepers

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers, even when the change is instigated by a regular, thoughtful, focused evaluation of the alternatives.

Protect Your Data with Cybersecurity and Privacy/Compliance Collaboration

Collaboration between cybersecurity and privacy/compliance teams is vital for safeguarding an organization’s sensitive data and maintaining regulatory compliance.

Sentinel Group

Company Situation:When missing terminated plan participants fail to claim their retirement accounts, plan sponsors retain fiduciary responsibility for the assets and must continue paying plan administration expenses for those former employees until they claim their...

Acuff & Associates

Company Situation:Acuff performed small account closeouts for two clients. One had a small plan with about 100 accounts. The other, a big retailer with automatic enrollment and a very large plan, had sizeable numbers of small accounts. Forcing out those accounts...

PenChecks, Inc. Hires New Senior Director of Product Management

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Ron Kaplan as their new Senior Director of Product Management.

SECURE 2.0 Force Out Limit and Plan Audits

The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.

Events

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

November 8 – 10 / Employee Owned 2023

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SECURE 2.0 Force Out Limit and Plan Audits

From Service Provider to Fintech Partner – The New Direction for PenChecks

The Pros and Cons of Artificial Intelligence in the Financial Services Industry

SECURE 2.0 Provides New Tools to Assist Plan Participants In Crisis

Five Things You Need to Know When Switching Recordkeepers

Protect Your Data with Cybersecurity and Privacy/Compliance Collaboration

Sentinel Group

Acuff & Associates

PenChecks, Inc. Hires New Senior Director of Product Management

SECURE 2.0 Force Out Limit and Plan Audits

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