Your One-Stop Shop for Retirement Plan Distributions
From processing payments to filing 1099-R forms and state and federal taxes, managing retirement plan distributions can be a time-consuming and costly process.
Fortunately, there is a solution – outsourcing these tedious administrative tasks to an expert third-party provider. Download our latest case study to read how PASI, one of New England’s premier private pension consulting and third party administration firms, saves time and money while adding more value to their clients.
Cost-Effective Distribution Services
PenChecks can lighten your administrative load with a complete menu of innovative retirement distribution services, including:
- Benefit election processing
- Payment processing
- Recurring benefits payments
- 1099-R and tax payment services
- Missing participant searches
Our cost-effective retirement plan distribution solutions help to achieve your asset distribution goals while freeing up staff to focus on higher-value client services. We also offer Default/Missing Participant IRA, uncashed check and abandoned plan solutions that save you time and money while reducing your fiduciary risk.
But don’t take our word for it. Hear what our clients have to say by downloading our latest client case study.
To learn more about PenChecks full menu of services, click here!