Oct 13-15 / Wealth@wor(k)

Hyatt Regency Hill Country / San Antonio, TX

Wealth@wor(k) is THE industry event for financial advisors who specialize in employer-based retirement plans, helping employees achieve financial freedom through holistic wellness in the workplace.

Join Wealth@wor(k) to experience:

Pre-event workshops
Over 50 sessions covering topics ranging from investments, compliance, marketing, sales, and practice management, as well as workshops to help you grow your practice.
Evening networking events to wrap up each day.

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Upcoming Events

Topics

Avoiding the 401(k) Rollover “Mistake”

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

How PenChecks 5-Year Plan Continues to Drive Growth

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.

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

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.

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

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.

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.

Avoiding the 401(k) Rollover “Mistake”

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

GATED – Optimal Plan Design for Using PenChecks Services

You’ve heard us loud and clear. You know that using Automatic Rollover IRA services from PenChecks Trust® can help you and your clients save time and money.

PenChecks, Inc. Hires Senior Executive to Develop Strategic Partnerships

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.

Oct 20-23 / ASPPA Annual

October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement.

Nov 3-5 / Spark Fall Forum

Our signature event, the SPARK Forum is the world’s most important gathering of C-suite and senior executives in the retirement plan market!

Events

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

Oct 13-15 / Wealth@wor(k)

Did you find this content helpful?

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

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

Avoiding the 401(k) Rollover “Mistake”

GATED – Optimal Plan Design for Using PenChecks Services

PenChecks, Inc. Hires Senior Executive to Develop Strategic Partnerships

Oct 20-23 / ASPPA Annual

Nov 3-5 / Spark Fall Forum

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