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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Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

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Have you done something for a long time without really thinking about it, and when you finally do you realize you could be doing it better?

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Retirement benefits that go unclaimed is a major—and growing—problem, with recent headlines putting the total amount of lost or forgotten assets well north of a trillion dollars.

Why State Retirement Plans Are Good for America’s Workers and Private Sector Plans

Here we are at the end of another very successful year for PenChecks. 2023 will be another year of record company growth for us in every key financial metric.

Embrace Artificial Intelligence or Get Left Behind

Here we are at the end of another very successful year for PenChecks. 2023 will be another year of record company growth for us in every key financial metric.

Take it or Leave it

Prevent Problems by Using Auto Rollover IRAs for Force-Outs Below $1,000

Have you done something for a long time without really thinking about it, and when you finally do you realize you could be doing it better?

PenChecks, Inc. Hires New VP of Advisor Solutions

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.

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

Retirement benefits that go unclaimed is a major—and growing—problem, with recent headlines putting the total amount of lost or forgotten assets well north of a trillion dollars.

April 28 – May 1 / NAFE – Booth 305

Austin, TXPenChecks is proud to be an exhibitor at NAFE 2024! Come by booth 305 and meet our team, connect and take advantage of all of the educational and engaging sessions.

Expert Series Webinars and Videos

Delivered by leading experts in their fields, these informative sessions will cover a wide range of retirement plan and business leadership topics.

Over 29 Years of Industry Leadership

Did you find this content helpful?

0 Comments

Take it or Leave it

Prevent Problems by Using Auto Rollover IRAs for Force-Outs Below $1,000

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

Why State Retirement Plans Are Good for America’s Workers and Private Sector Plans

Embrace Artificial Intelligence or Get Left Behind

Take it or Leave it

Prevent Problems by Using Auto Rollover IRAs for Force-Outs Below $1,000

PenChecks, Inc. Hires New VP of Advisor Solutions

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

April 28 – May 1 / NAFE – Booth 305

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