PenChecks Trust

Meet the PenChecks Team at ASPPA Annual! Be sure to stop by Booth #601 to learn how PenChecks Trust® can help clean up your retirement plan for 2024 with our comprehensive suite of services. See you October 20-23 at the Hyatt Regency Orlando! buff.ly/2ZjAI8t

🚀 Celebrating 30 Years of Innovation and Impact! 🎉 From a small group of TPAs looking to solve a common pain point to a trusted leader in the retirement services industry, PenChecks has come a long way. 👉 Read more about our journey: buff.ly/3U7F9wM

Join ASPPA Benefits Council Dallas for an insightful all-day workshop on Monday, November 4th at the Park City Club in Dallas, TX. Industry expert Brian Furgala, ERISA attorney and Sr. Director of Retirement Services at PenChecks📍 Park City Club, 5956 Sherry Lane, Dallas, TX

Happy Friday! 🎉 The Plan Termination Webinar is quickly approaching! 📅 Join us on October 1st at 11 AM PST for a FREE webinar you won’t want to miss. Brian Furgala will be diving deep into the intricacies of plan terminations, a must-know as we approach the year’s end. 📊

📢 Join Our FREE Live Webinar: Plan Terminations with Brian Furgala! 📢 Webinar Details 🗓 Date: Tuesday, October 1, 2024 ⏰ Time: 11:00 a.m. PT | 2:00 p.m. ET Earn CE credit and avoid costly mistakes! 👉 Register Today! buff.ly/3XSBRQl #FreeWebinar #BrianFurgala

💼 Advisors: Supercharge Your Practice with NextLevel IRA! 💼 Unlock the power of NextLevel IRA – Your All-in-One Growth Engine – designed to streamline your workflow, enhance client engagement, and drive growth. 👉 Schedule a Demo Today: buff.ly/3SGLFJR

Discover how leveraging start-up tax credits can boost your business and referral sources! 📈💼🔗 Check out our latest post by Brian Furgala. Read more and start growing your business today: buff.ly/3WJ2wy7

Streamline your plan termination process with PenChecks Trust’s Premier Distribution service! 🏦✨ Focus on helping your clients wrap up their plans while we handle the rest. Make plan terminations hassle-free with PenChecks Trust!

🎓 Now is the Time to Apply for Your Scholarship! 🎓 PenChecks Trust® is proud to announce the 10th anniversary of the PenChecks/ASPPA scholarship program. Click to submit your application today: buff.ly/4bsKrIQ

📢 Simplify Your ESOP Retirement Plan Distributions with PenChecks® 📢 Participant distributions for ESOPs are often more complex and time-consuming than non-ESOP plans. Check out PenChecks’ ESOP Distribution Services (Diversification Payments, Installment, Stock Buy Back)

📢 New Blog Release Alert! 📢 Excited to share our latest blog: "Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist" by Brian Furgala, Senior Director of Retirement Services Strategy for PenChecks Trust®. Read now: buff.ly/3XwXw0A

🎉 Exciting Day at Yankee Stadium! 🎉 PenChecks Trust had the incredible opportunity to present to a fantastic group of financial advisors, TPAs, recordkeepers, and other industry professionals at That 401(K) Conference. Thank you to everyone who attended! #PenChecksTrust

🚨 Attention everyone! 🚨 Our offices will be closing early tomorrow at 2 PM. Even the eagle needs a break to stretch its wings and recharge! 🦅 Make sure to reach out with any urgent matters before then. Thanks for understanding and see you refreshed and ready on Monday!

📝 Discover how to simplify your retirement planning by avoiding the complexities of Required Minimum Distributions (RMDs) with force-out distributions at normal retirement age. Learn how this strategy can benefit your financial future. 🔗 Read more here: buff.ly/4dZdlTv

In honor of the brave Americans who sacrificed their lives defending our country, PenChecks offices will be closed on Memorial Day – Monday, May 27th. We will reopen and resume our normal business hours the following day.

🚀 Simplify Payment Processing with PenChecks Express Distribution Services! 🚀 ⏳ Are distribution processing tasks taking up valuable time? Our Express Distribution Service is here to help! Save time and money. Schedule a Consult Today! buff.ly/4bPQ6u6

The PenChecks Team attended 'That 401(k) Conference by Ary Rosenberg' in Arlington, TX! We had a fantastic time connecting with industry leaders and discussing all things retirement. It was a valuable experience! #PenChecksTeam #401kConference #ArlingtonTX #RetirementPlanning

🎉 PenChecks Trust is sponsoring an exciting event with ABC of the Greater Twin Cities! Join us for an informative morning where you'll learn all about selling retirement plans and designing cross-tested profit sharing plans. #PenChecks