Over 29 Years of Industry Leadership

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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 Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

Retirement’s Future

I’ve spent my entire career working with retirement plans, beginning with an internship my senior year of college. Looking back over that period of time, it’s remarkable how much has changed.

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.

PenChecks, Inc. Onboards New East Regional Director

PenChecks, Inc., parent company of PenChecks Trust®, a leader in innovative retirement plan distribution solutions, is pleased to announce the addition of Tim Loehr as the company’s East Regional Director.

PenChecks Statement on the Recent Activity in the Banking Sector

As you undoubtedly know, the past few days have been stressful and highly eventful in the banking world. The failure of three banks, Silicon Valley Bank (SVB) and Silvergate Bank, in California, and Signature Bank…

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.

DOL Best Practices for Missing Participant Searches

Nearly half a century ago, Congress passed the Employee Retirement Income Security Act of 1974 (ERISA). This groundbreaking law laid the foundation for the retirement plan industry as it exists today by setting minimum standards to protect participants of voluntarily established retirement and health plans in the private industry.

Protect Your Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

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

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Five Things You Need to Know When Switching Recordkeepers

Protect Your Business With A Cyberattack Incident Response Plan

Retirement’s Future

Culture Drives Top Workplace for PenChecks

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

PenChecks, Inc. Onboards New East Regional Director

PenChecks Statement on the Recent Activity in the Banking Sector

Five Things You Need to Know When Switching Recordkeepers

DOL Best Practices for Missing Participant Searches

Protect Your Business With A Cyberattack Incident Response Plan

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