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Case Study: Colton Groome

Case Study: Colton Groome

Case Study: Colton Groome

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2 Pages

By partnering with Colton Groome and Company, PenChecks Trust eliminated the immense administrative friction of cleaning up a client's legacy retirement plan through its specialized platform technology. Tasked with updating a rigid group annuity product containing numerous missing terminated participants, Colton Groome faced severe compliance and tracking hurdles. PenChecks’ advanced software streamlined the resolution entirely, executing automated search processes across massive public record databases to trace lost individuals. Non-responsive account holders were seamlessly transitioned into Automatic Rollover IRAs under Department of Labor guidelines. Ultimately, this software integration took labor-intensive tracking off staff plates, slashed operational expenses, and dramatically redu

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