PenChecks Archives - PenChecks Trust

Recurring Benefits Payment Services – One Pager

by PenChecks Trust | Dec 30, 2021 | Brochures + One Pagers

Qualified Termination Admin (QTA) Services – One Pager

by PenChecks Trust | Dec 30, 2021 | Brochures + One Pagers

National Registry of Unclaimed Benefits – One Pager

by PenChecks Trust | Dec 30, 2021 | Brochures + One Pagers

PenChecks, ASPPA Announce Expanded Scholarship Program and 2021 Recipients

by PenChecks Trust | Dec 15, 2021 | News & Press

The Board of Directors for PenChecks, Inc., a leading provider of retirement plan distribution services, announced today that company President Spiro G. Preovolos has been elected as the new CEO.

PenChecks Opens New Call Center to Improve Phone Support

by PenChecks Trust | Aug 22, 2021 | Blog

A year ago at this time, most of us were just starting to come to terms with the disruptions at home and in the workplace caused by the COVID-19 pandemic. Halfway through 2021, it looks like we’re finally starting to turn the corner in restoring a sense of normalcy in our lives and our businesses.

Access to PenChecks Amplify® Via Internet Explorer Will End on August 17, 2021

by PenChecks Trust | Aug 2, 2021 | Blog

Microsoft has announced that it is ending technical support for Internet Explorer (IE) for online services on August 17, 2021.

2021 Midyear Update: Getting Ready for the New Normal

by PenChecks Trust | Jul 21, 2021 | Blog

Colton Groome and Co.

by PenChecks Trust | Apr 20, 2021 | Case Studies

Company Situation:Colton Groome and Company is Western North Carolina’s oldest independent financial strategies firm. They specialize in helping retirement plans achieve higher performance, lower costs by keeping the plan under one roof, stay compliant and reduce...

About PenChecks Trust® – One Pager

by PenChecks Trust | Apr 20, 2021 | Brochures + One Pagers

iJoin and PenChecks Automate Force-out IRA Processing

by PenChecks Trust | Mar 12, 2021 | News & Press

For Immediate Release: iJoin and PenChecks Automate Force-out IRA Processing – The new seamless integration improves operational efficiency and client service year-round

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Five Things You Need to Know When Switching Recordkeepers

There are few things more disruptive to the peace or clarity of a 401(k) plan than a switch in recordkeepers, even when the change is instigated by a regular, thoughtful, focused evaluation of the alternatives.

Protect Your Business With A Cyberattack Incident Response Plan

A cyberattack on your business is like a serious auto accident. It only happens to someone else – until it happens to you. Fortunately, several initiatives can help prevent or significantly reduce your organization’s chance of becoming a cyberattack victim.

Retirement’s Future

I’ve spent my entire career working with retirement plans, beginning with an internship my senior year of college. Looking back over that period of time, it’s remarkable how much has changed.

Culture Drives Top Workplace for PenChecks

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…

Avoiding Improper Retirement Plan Distributions: The DOL and the Good, the Bad and the Ugly

One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.

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...

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

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

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, Inc. Hires New Senior Director of Product Management

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.