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.Learn more about PenChecks:
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How One Idea Forever Changed Distribution Processing
For nearly 30 years, PenChecks has leveraged its people and technology to support their retirement plan clients efficiently and effectively. Learn how PenChecks can be big enough to process billions of dollars in distributions each year but small enough to care. Learn...
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…
New PenChecks, Inc. COO Aims For Operational Excellence
PenChecks, Inc., parent company of PenChecks Trust®, a leader in innovative retirement plan distribution solutions, is pleased to announce the addition of Alexandra Gerritsen as the company’s new Chief Operating Officer (COO).
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 VP Named President of Western Pension & Benefits Council Orange County Chapter
Tom Drosky, Western Regional Vice President for PenChecks Trust®, a leader in outsourced retirement plan distribution services, has been named President of the Western Pension & Benefits Council (WP&BC) Orange County Chapter.
Why You Need Cyber Security Insurance and How to Get It
In recent months, the topic of Cyber Security insurance has crept to the top of the charts for the Department of Labor’s (DOL) ERISA Advisory Council (EAC). Each year, the EAC picks topics it deems crucial to the administration of ERISA.
How to Fight Back Against Social Engineering Hackers
Have you or your business fallen victim to a social engineering scam? Are you concerned about having sensitive client data stolen from your computer network by a cyber hacker? If so, you’re not alone, as cyber security has become an ever-growing threat to individuals and companies around the globe.
SSRA and RSSA: The Next Step in GID (Getting It Done)?
I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.
U.S. Supreme Court Rules On Fiduciary Responsibilities
Are plan fiduciaries protected from excessive fee lawsuits just because they offer participants a menu of investment funds that includes some low-fee investment choices? Or are plan sponsors and other fiduciaries required to do more than that?
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