Technology Archives - PenChecks Trust

Who Knew Distribution Processing Could Be So Simple?

by PenChecks Trust | Jan 25, 2023 | Expert Series Webinars & Videos

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...

Amplify Powered by PenChecks – One Pager

by PenChecks Trust | Dec 29, 2021 | Brochures + One Pagers

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.

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

PenChecks Launches New Online Retirement Distribution Processing Platform

by PenChecks Trust | Nov 16, 2020 | News & Press

PenChecks Trust^®, the largest independent provider of outsourced benefit distribution services and Automatic Rollover/Missing Participant IRAs in the U.S., is proud to announce the launch of its latest technology innovation – Amplify.

Topics

Avoiding the 401(k) Rollover “Mistake”

A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

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.

Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist

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.

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.

Avoiding the 401(k) Rollover “Mistake”

A recent Wall Street Journal article highlighted “The 401(k) Rollover Mistake That Costs Retirement Savers Billions.”

GATED – Optimal Plan Design for Using PenChecks Services

You’ve heard us loud and clear. You know that using Automatic Rollover IRA services from PenChecks Trust® can help you and your clients save time and money.

PenChecks, Inc. Hires Senior Executive to Develop Strategic Partnerships

PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce Brian Furgala as their new Senior Director of Retirement Services Strategy.

Oct 13-15 / Wealth@wor(k)

Wealth@wor(k) is THE industry event for financial advisors who specialize in employer-based retirement plans

Oct 20-23 / ASPPA Annual

October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement.