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.
Archives
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...
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.
PenChecks, Inc. Hires Senior Executive to Develop Strategic Partnerships
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.
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.
Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist
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.
Avoid RMD Complexity With Force-Out Distributions at Normal Retirement Age
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.
PenChecks, Inc. Onboards New Southeast Regional Director
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.
Topics
Recent Posts
Have an idea for a topic you don’t see here? Send us an email and we’ll look into it.
Subscribe to our newsletter to receive regular email updates on the latest happenings at PenChecks Trust® and in the retirement plan services industry.
Resources