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PenChecks Opens New Call Center to Improve Phone Support

PenChecks Opens New Call Center to Improve Phone Support

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.

2021 Midyear Update: Getting Ready for the New Normal

2021 Midyear Update: Getting Ready for the New Normal

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.

Colton Groome and Co.

Colton Groome and Co.

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...

Let’s Make 2021 An Amazing Year!

Let’s Make 2021 An Amazing Year!

As far as years go, 2020 was just plain rough, to put it nicely. Not since the Great Depression and World War II have our lives been so disrupted in so many ways. The challenges came fast and furious, forcing us to adapt in ways we never thought we would. And with the coronavirus continuing to spread like wildfire, with new and possibly more virulent strains entering the fray, 2021 isn’t looking like the pot of gold at the end of the rainbow.

Topics

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…

Why You Need Cyber Security Insurance and How to Get It

In recent months, the topic of Cyber Security insurance has crept to the top of the charts for the Department of Labor’s (DOL) ERISA Advisory Council (EAC). Each year, the EAC picks topics it deems crucial to the administration of ERISA.

How to Fight Back Against Social Engineering Hackers

Have you or your business fallen victim to a social engineering scam? Are you concerned about having sensitive client data stolen from your computer network by a cyber hacker? If so, you’re not alone, as cyber security has become an ever-growing threat to individuals and companies around the globe.

SSRA and RSSA: The Next Step in GID (Getting It Done)?

I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.

Recent Posts

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...

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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