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PenChecks Opens New Call Center to Improve Phone Support

PenChecks Opens New Call Center to Improve Phone Support

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

Greenspan and Associates, Inc.

Greenspan and Associates, Inc.

Company Situation:A pension administration firm based in Encino, California, Greenspan & Associates, Inc. works with companies to design, implement and administer more than 500 retirement plans. When their clients struggled to process tax withholdings, the firm...

Neither Snow Nor Rain Nor Heat

Neither Snow Nor Rain Nor Heat

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

2021 Midyear Update: Getting Ready for the New Normal

2021 Midyear Update: Getting Ready for the New Normal

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

The DOL-Approved Way to Handle Missing Participant Accounts

The DOL-Approved Way to Handle Missing Participant Accounts

Company-sponsored retirement plans, such as 401k and other defined contribution plans, would be much easier to administer without missing plan participants. But with the high mobility of today’s workforce and the fact that many former employees simply forget about their retirement accounts at their previous companies-it doesn’t seem likely the problem will go away any time soon.

The ANGELL Pension Group, Inc.

The ANGELL Pension Group, Inc.

Company Situation:The ANGELL Pension Group is a national leader in third-party administration and compliance, providing a full array of administrative, actuarial, Section 125 and nonqualified services to more than 3,000 clients nationwide. Many of ANGELL’s clients,...

Colton Groome and Co.

Colton Groome and Co.

Company Situation:Colton Groome and Company is Western North Carolina’s oldest independent financial strategies firm. They specialize in helping retirement plans achieve higher performance, lower costs by keeping the plan under one roof, stay compliant and reduce...

Topics

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?

PenChecks Named a San Diego Top Workplace

PenChecks Named a San Diego Top Workplace for 2021 in the San Diego Union-Tribune’s (UT San Diego) annual “Top Workplaces” contest. And now, thanks to our awesome employees, all of San Diego will know about it.

Zero Trust: The New Cybersecurity Paradigm

Cybersecurity technologies and methods used to protect a company’s data have significantly evolved over the last two decades. Unfortunately, so have the cyber criminals (hackers) who relentlessly pursue the riches to be made from stealing personal information and other sensitive data.

PenChecks Opens New Call Center to Improve Phone Support

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

Recent Posts

Acuff & Associates

Company Situation:Acuff performed small account closeouts for two clients. One had a small plan with about 100 accounts. The other, a big retailer with automatic enrollment and a very large plan, had sizeable numbers of small accounts. Forcing out those accounts...

SECURE 2.0 Force Out Limit and Plan Audits

The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.

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