Over 29 Years of Industry Leadership

by PenChecks Trust | Jan 25, 2023

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.

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INNOVATION TIMELINE

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Over 29 Years of Industry Leadership

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SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

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

SECURE 2.0 in 2025: Here Comes a Big Plan Design Change

Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits

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

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Rincon Research

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