PenChecks Trust

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. 📊 Don’t miss this chance to gain valuable insights! https://lnkd.in/g85zTSaJ #PlanTermination #FreeWebinar #FinancialPlanning #EndOfYearPlanning #BrianFurgala #WebinarAlert #FridayVibes

🚨 Last Chance Alert! 🚨 Only a few days left to apply for the PenChecks/ASPPA Scholarship! 🎓 Enhance your career in the retirement plan industry by pursuing ASPPA credentials like QKA®, QKC, QPA, or CPC. Applications close Monday, September 16, 2024. Don’t miss this opportunity to grow professionally! 🌟 Apply now and secure your future! 💼 https://lnkd.in/guw6dK5n #ASPPA #ScholarshipOpportunity #CareerGrowth #RetirementPlans #FinancialServices #ProfessionalDevelopment #DeadlineReminder #PenChecks

📢 Join Our FREE Live Webinar: Plan Terminations with Brian Furgala! 📢 Are you involved in terminating a company-sponsored retirement plan? 🤔 Don’t let it become a painstaking task! Join PenChecks for a FREE webinar and learn how to navigate plan terminations efficiently and in full compliance with rules and regulations. 📝✅ Why Attend? 📊 Gain essential “how-to” knowledge on terminating defined contribution (DC) or defined benefit (DB) plans. 📝 Learn about document, notice, and filing requirements for DC and DB plans. 🔄 Understand operational steps, including allocation/accruals, vesting, and distributions. ⚠️ Recognize the impact of a partial termination. Who Should Attend? ✔️ RIAs, Recordkeepers, TPAs, Accountants, Attorneys, and Consultants ✔️ Owners, C-suite Executives, and Managers Webinar Details 🗓 Date: Tuesday, October 1, 2024 ⏰ Time: 11:00 a.m. PT | 2:00 p.m. ET 👤 Presenter: Brian Furgala, Senior Director of Retirement Services Strategy, PenChecks Earn CE credit and avoid costly mistakes! 💸 Register now – it’s quick and easy! 👉 Register Today! https://buff.ly/3XlWaEd #FreeWebinar #PlanTerminations #RetirementPlanning #CECredit #Compliance #FinancialServices #BusinessGrowth #PenChecks #BrianFurgala #WebinarRegistration #RetirementServices

Reminder to get those applications in. Kevin Spaeth Scott Okrasinski

💼 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. Empower your business with cutting-edge Fintech solutions that deliver results. Let's take your advisory services to the next level! 🚀 #FinancialAdvisors #Fintech #IRA #WealthManagement #BusinessGrowth #NextLevelIRA #Advisors #FinancialPlanning #ClientEngagement #AutomatedSolutions Kevin Spaeth Steve Wagoner Wes Schevers, MBA Scott Okrasinski Spiro Preovolos

🌧️ It might have rained 3 out of 3 times, but nothing could dampen the incredible spirit at our annual client event in Saratoga Springs, NY! From hitting the greens to enjoying "A Day at the Races," every moment was filled with laughter, connections, and the promise of lasting partnerships. Here's to making memories and forging bonds that will stand the test of time. 🏌️♂️🏇 #ClientEvent #SaratogaSprings #GolfAndRaces #PartnershipsForLife #MemoriesInTheRain #UnforgettableMoments #PenChecks Scott Okrasinski Steve Wagoner Spiro Preovolos Tim Loehr Cristina Stanton Wes Schevers, MBA

We're excited to show appreciation for another one of our 2024 User Group Conference sponsors, PenChecks Trust! Penchecks Trust provides a comprehensive suite of retirement distribution services to institutions, TPAs, advisors and sponsors. Thank you for sponsoring and joining us in the Windy City. Come meet our incredible vendors in Ballroom D and make the most of your conference experience. We can't wait to see you there!

Head up to the Last Frontier to attend the ESOP Association Fall Conference. You can attend my session. I'll be presenting on the afternoon of October 10th. PenChecks Trust can help streamline your ESOP distributions

🚀 Exciting New Blog Post Alert! 🚀 Discover how leveraging start-up tax credits can boost your business and referral sources! 📈💼 🔗 Check out our latest post by Brian Furgala: "Leveraging Start-Up Tax Credits to Gain Business and Increase Referral Sources." Learn how you can make the most of SECURE 2.0's expanded tax credits to create a win-win for you and your partners. 🌱📊 🌟 Key Points: 1. Target eligible employers and promote the benefits of start-up tax credits. 2. Maximize the tax credit limit for significant savings. 3. Integrate tax credits into your marketing plan to attract new clients. Read more and start growing your business today: https://buff.ly/3WJ2wy7 #BusinessGrowth #StartUpTaxCredits #ReferralSources #SECUREAct #RetirementPlans #FinancialGrowth #SmallBusiness #TaxSavings #FinancialAdvisors #BusinessStrategy #PenChecksTrust Brian Furgala Spiro Preovolos Scott Okrasinski Steve Wagoner Kevin Spaeth Tim Loehr Laurie Kemp John Maury, CPA Cristina Stanton

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: 📋 Comprehensive participant search 📬 Participant notifications via mail or email 📞 Call Center and participant portal support 💼 Seamless IRA rollovers with NextLevel IRA 📜 Automatic IRA rollovers for non-responsive participants 🔍 NRURB registration for each IRA 💸 Tax reporting, withholding, and payments managed 📊 Full online visibility of all distributions Our service is Field Assistance Bulletin 2014-01 compliant for plan terminations. Make plan terminations hassle-free with PenChecks Trust! #PlanTermination #RetirementPlans #IRA #FinancialServices #PenChecksTrust #ClientSupport #RetirementSolutions #PlanDistributions #FieldAssistance #FinancialPlanning Scott Okrasinski Spiro Preovolos Steve Wagoner Kevin Spaeth Tim Loehr Laurie Kemp John Maury, CPA Wes Schevers, MBA Cristina Stanton Blendi Behluli Junior Soto