Awards Archives - PenChecks Trust

Culture: The Foundation of PenChecks Success

by Spiro G. Preovolos | Jan 17, 2024 | Blog

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.

PenChecks Earns San Diego Top Workplace Trifecta!

by Spiro G. Preovolos | Jan 17, 2024 | Blog

When PenChecks was first named a San Diego Top Workplace in the UT San Diego workplace survey of 2021, it was a humbling experience. When we received the recognition again in 2022, I felt we deserved it.

From Service Provider to Fintech Partner – The New Direction for PenChecks

by Spiro G. Preovolos | Jul 19, 2023 | Blog

Almost 30 years ago PenChecks Trust® opened for business with the goal of solving retirement plan distribution problems for plan sponsors and third-party administrators.

Culture Drives Top Workplace for PenChecks

by Spiro G. Preovolos | Dec 9, 2022 | Blog

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…

PenChecks Named a San Diego Top Workplace

by PenChecks Trust | Jan 24, 2022 | Blog

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.

Topics

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

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Looking Back On 30 Years of PenChecks

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Avoiding the 401(k) Rollover “Mistake”

A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

How PenChecks 5-Year Plan Continues to Drive Growth

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources

Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.

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

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits

Forfeiture lawsuits have been in the news a lot lately. It may have you second-guessing what to discuss or do for clients and built-up forfeitures in their retirement plans.

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

Where did 2024 go?! Hard to believe that we are closing in on 2025 and another round of SECURE 2.0 provisions is coming online.

Cetera

Company Situation:When working as a TPA, Cetera cannot directly handle funds, file tax forms, or process benefit elections from participants. This makes it difficult to process participant distributions as the burden is often then placed on the plan sponsor. Many...

Rincon Research

Company Situation:Rincon Research, an ESOP company, is an incredibly vibrant organization that conceives, analyzes, designs, implements, and tests software solutions for some of the most intriguing Government projects. Distributions for their ESOP plan were managed...