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

🚀 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. “Founded in 1994 by my father, Peter Preovolos, we’ve grown into a fintech partner with nearly 150 employees, driven by our commitment to excellence, creativity, and reuniting people with their hard-earned money.” Spiro Preovolos Here’s to another 30 years of listening to our clients, innovating, and making a positive impact! 🌟 👉 Read more about our journey: https://buff.ly/3U7F9wM #PenChecks #RetirementServices #Innovation #Leadership #Fintech #MakingAnImpact #CustomerFocus #Growth #30YearsAndCounting Spiro Preovolos Scott Okrasinski Brian Furgala Alexandra Gerritsen, MBA Steve Wagoner Laurie Kemp Tom Drosky Tim Loehr Kevin Spaeth John Maury, CPA Blendi Behluli Junior Soto Wes Schevers, MBA Chad Brown

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 Trust, will lead discussions on the latest developments and missed opportunities in M&A activity, complexity reduction, and ethics. Don't miss this chance to stay ahead in the industry! 📍 Park City Club, 5956 Sherry Lane, Ste 1700, Dallas, TX (8 am - 3:30 pm) https://is.gd/kYaBUU #Workshop #ERISA #RetirementServices #MandA #Ethics #DallasEvents #PenChecksTrust #BusinessGrowth #IndustryInsights #NetworkingEvent

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!