Company Situation:As the largest independent ESOP and 401(k) third-party administration and recordkeeping firm, Blue Ridge works with ESOP and 401(k) plans ranging in size from 10 to over 30,000 employees. Although their services include distribution services, Blue...
Company Situation:When missing terminated plan participants fail to claim their retirement accounts, plan sponsors retain fiduciary responsibility for the assets and must continue paying plan administration expenses for those former employees until they claim their...
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...
PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Ron Kaplan as their new Senior Director of Product Management.
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.
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.
PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Kevin Spaeth as their new West Regional Director.
PenChecks, Inc., parent company of PenChecks Trust®, a leader in innovative retirement plan distribution solutions, is pleased to announce the addition of Tim Loehr as the company’s East Regional Director.
As you undoubtedly know, the past few days have been stressful and highly eventful in the banking world. The failure of three banks, Silicon Valley Bank (SVB) and Silvergate Bank, in California, and Signature Bank…
Learn how Amplify – PenChecks’ powerful cloud-based processing platform that automates and streamlines the retirement distributions workflow – has become the standard platform for all the company’s clients and how it keeps getting better.Learn more about...
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