Quantcast
Last updated on April 17, 2014 at 17:30 EDT

PenChecks Trust Announces 2013 Expert Series Webinars

July 25, 2013

The company presents four discussions with industry experts on retirement distribution topics.

La Mesa, CA (PRWEB) July 25, 2013

PenChecks, Inc., the nation’s leading independent provider of outsourced distribution processing services, is pleased to announce its 2013 Expert Series, a program of four 30-minute webinars for institutional service providers, independent pension professionals, and retirement plan sponsors. The four web events are free to industry professionals and are designed to share insights and updates from leading experts on challenges and opportunities concerning uncashed checks, automatic rollovers, terminated plans, and debit cards.

Each 30-minute presentation will feature a discussion of the current state of the topic and present suggested best practices to help organizations meet their responsibilities and enhance client experience.

"These topics are universal to retirement service providers and we’re happy to host conversations that foster better understanding of the issues," said PenChecks President, Peter Preovolos. He added, "It’s our hope that these sessions will help organizations better understand their situations and provide a framework to help them contemplate how they can improve responsiveness to the market."

To register, please visit http://www.penchecks.com/webinars.aspx

August 7, 2013 2pm EDT

What Every Service Provider Needs to Know About the Risk of Uncashed Checks

Discussion Focus: Understand the exposure and risk associated with retirement distributions that go uncashed. Improve your organization’s approach to current cases and create better processes to avoid future liability and costs.

Presented by: David N. Levine, Esq., Principal, Groom Law Group and Peter Preovolos, President, PenChecks

August 21, 2013 2pm EDT

Use Automatic Rollovers and Missing Participant IRAs to Improve Retirement Plan Performance

Discussion Focus: Understand how the use of automatic rollovers and missing participant IRAs can help reduce plan costs and potential liabilities.

Presented by: Bruce Ashton, Esq., Partner, Employee Benefits& Executive Compensation Group, Drinker Biddle & Reath LLP and Spiro Preovolos, Director of Sales and Marketing, PenChecks

September 18, 2013 2pm EDT

What Trustees in Bankruptcy Need to Know About Pension Plans

Discussion Focus: Hear what’s trending and what are the relevant issues regarding liabilities and responsibilities in qualified plan terminations. Understand the concerns in dealing with abandoned or terminated plans.

Presented by: Marcia Wagner, Esq., Managing Director, Wagner Law Group and Mike McWherter, Chief Compliance Officer, PenChecks

October 2, 2013 2pm EDT

Making the Case for Debit Cards in Retirement Plan Distributions

Discussion Focus: State and Federal Governments now distribute benefits via Debit cards. Learn how recipients and service providers benefit from greater speed, security, and convenience.

Presented by: Andy Phillips, CEO, CardFlex, Inc. and Peter Preovolos, President, PenChecks

About PenChecks, Inc.

Founded in 1994, PenChecks (http://www.penchecks.com) is the largest independent provider of outsourced benefit distribution services and Default/Missing Participant IRAs in the country. PenChecks is an expert and industry leading provider of unique and comprehensive solutions for a myriad of trust resolution issues including automated and branded solutions. Customers include retirement plan providers, banks, trust companies, plan advisors, third party administrators and plan sponsors

For the original version on PRWeb visit: http://www.prweb.com/releases/2013/7/prweb10963482.htm


Source: prweb