East Windsor, CT – We are pleased to announce that PenChecks Trust has joined the Retirement Advisor Council as an Associate Member. The firm will be represented by Wes Schevers, Vice President, Advisor Solutions.
“We are excited to join the Retirement Advisor Council,” says Schevers. “We look forward to collaborating with the fellow members of the Council in support of our industry. As a dedicated provider of comprehensive solutions for retirement plan sponsors, advisors, administrators, plan participants, and individual investors, we look forward to working with our peers to promote efforts to improve the long-term well being of American workers as they work to secure their financial future.”
Attigo solutions include student loan repayment benefit administration, one-to-one counseling, online financial wellness tools and resources, and professional training.
About PenChecks Trust
PenChecks Trust® is a state-chartered, non-depository trust company and one of the largest independent providers of outsourced benefit distribution services and Automatic Rollover IRAs in the U.S. With 30 years in business, PenChecks Trust is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of plan and distribution issues. Services include automated and branded solutions for benefit payments, benefit election processing, missing participant searches, Automatic Rollover and Missing Participant IRAs, Advisor Managed IRA Accounts, uncashed / stale-dated check resolution and Abandoned Plan / QTA Services. Customers include financial institutions, recordkeepers, third-party administrators, plan sponsors, advisors, and individual investors. Follow us on LinkedIn, visit us at www.penchecks.com and www.nextlevelira.com, or call 800-541-3938.
About The Retirement Advisor Council
Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators, and the public.
- Giving voice to the retirement plan advisor community.
- Offering tools to evaluate advisors to ensure the quality of services provided.
Find out more about the Retirement Advisor Council at www.retirementadavisor.us
Retirement Advisor Council is a brand of EACH Enterprise, LLC.
