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Blue Ridge ESOP Associates

Blue Ridge ESOP Associates

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...

Sentinel Group

Sentinel Group

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...

Acuff & Associates

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

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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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.

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April 28 – May 1 / NAFE – Booth 305

Austin, TXPenChecks is proud to be an exhibitor at NAFE 2024! Come by booth 305 and meet our team, connect and take advantage of all of the educational and engaging sessions.

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