Solutions Archives - PenChecks Trust

Other Matters That Matter – Part 2

by Mike McWherter | Mar 20, 2020 | Blog

In this installment of Other Matters That Matter, we’ll take a quick look at two different but very important developments on the regulatory horizon.

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Topics

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.

Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

Prevent Problems by Using Auto Rollover IRAs for Force-Outs Below $1,000

Have you done something for a long time without really thinking about it, and when you finally do you realize you could be doing it better?

‘Find me the Money:’ The MAJOR Unclaimed Retirement Benefits Problem, and What to Do About It

Retirement benefits that go unclaimed is a major—and growing—problem, with recent headlines putting the total amount of lost or forgotten assets well north of a trillion dollars.

Why State Retirement Plans Are Good for America’s Workers and Private Sector Plans

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.

Nov 3-5 / Spark Fall Forum

Our signature event, the SPARK Forum is the world’s most important gathering of C-suite and senior executives in the retirement plan market!

Nov 13-15 / Randug Users Conference

Join us at the RANDUG 2024 Annual Meeting. Hosted at the beautiful Sandpearl Resort in Clearwater Beach, FL

Nov 13-15 / Employee Owned Conference

The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world.

How PenChecks 5-Year Plan Continues to Drive Growth

Here we are in the middle of summer of 2024 and I am proud to announce that PenChecks Trust® is on track for another very successful year.

Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources

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.