PenChecks Trust’s Post

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5mo Edited

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! https://buff.ly/2ZjAI8t Kevin Spaeth Spiro Preovolos Steve Wagoner Scott Okrasinski Tim Loehr Laurie Kemp John Maury, CPA Brian Furgala Cristina Stanton

2 Comments

Brian Furgala

Sr. Director, Retirement Services Strategy with Penchecks

5mo

Nice having ASPPA Annual in my hometown!

2 Reactions

Kevin Spaeth

As part of the Clean Up Crew, I help TPAs help their clients keep their retirement plans clean and running efficiently. Let us help your clients increase their average account balance and decrease their fiduciary risk.

5mo

I'm excited to head out to Orlando on Saturday!

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