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.
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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.
PenChecks, Inc. Hires New VP of Advisor Solutions
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.
Culture: The Foundation of PenChecks Success
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!
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.
SECURE 2.0 in 2024: One Change Lowers Plan Costs, Offsetting Potential Costs of Other Changes
Do your New Year’s resolutions include understanding SECURE 2.0 provisions effective in 2024? You’re in luck! Below is a summary of certain provisions included in SECURE 2.0 that become effective this year.
PenChecks, Inc. Hires New Director of Retirement Services Strategy
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.
Economic Group Pension Services (EGPS)
Company Situation:EGPS assists plan sponsors and TPAs with plan terminations, including processing more than 1,000 terminated participant distributions each year. Some of the terminations involve large numbers of participant distributions, others are small plans....
Normandeau Associates, Inc.
Company Situation:An environmental consulting firm headquartered in Bedford, New Hampshire, Normandeau Associates became an ESOP company in 2000 and has been 100% employee owned since 2012. With 250 participants in the ESOP, the company struggled to process the annual...
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