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Case Study

Case Study: Cetera

Case Study: Cetera

Case Study: Cetera

PenChecks
Pages 2 Pages

By partnering with Cetera, PenChecks Trust resolved the heavy administrative friction of processing participant distributions through its specialized software solution. As a third-party administrator handling thousands of plans, Cetera faced complex operational hurdles regarding benefit elections, tax withholding, and regulatory filing. PenChecks' advanced technology automated the entire workflow, seamlessly managing tax reporting and the distribution of funds. Additionally, the software’s automated search tools efficiently located missing participants, allowing seamless automatic rollovers to streamline plan terminations. Ultimately, this software integration eliminated labor-intensive manual processing for Cetera's staff, dramatically reduced plan administration costs, and provided plan

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