You Are Here: Partners
In today's complex world no one firm has the time nor resources to be an expert in the various aspects of asset management or the administrative challenges needed to comply with all the federal and state regulations. Therefore we have met the challenges by partnering with companies we believe to be the best in their respective areas. We view our role to manage not only the affairs of our clients but to ensure we partner with the best providers in the field.
First Mercantile, a premier collective investment trust (CIT) recordkeeper, offers investment solutions for qualified retirement plans. Employing a due diligence process, First Mercantile searches the investment universe to select non-proprietary options suited for the investment platforms. CITs are sub-advised by institutional money managers, or invest in mutual funds or exchange-traded funds (ETFs).
SEI (NASDAQ: SEIC) is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. We help private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
William F. Marples
The firm (WFM) was founded in 1969 by William F. Marples, one of the nations foremost actuarial consultants specializing in Taft-Hartley and Multi-Employer plans. WFM was acquired by Alpha & Omega, Inc. in 1984 and is a wholly owned subsidiary.
WFM specializes in providing actuarial support services to Defined Benefit Pension Plans. The services include actuarial valuations, benefit calculations, actuarial certifications and preparation of Schedule B of IRS Form 5500. Services also include the preparation and submission of the various Pension Benefit Guarantee Corporation reports and filings.
They can be reached directly by dialing 619-462-1765.
Since 1994 PenChecks has pioneered distribution processing solutions for plan sponsors, retirement plan professionals & institutions. Innovative service offerings, state-of-the-art technology, and unsurpassed client service make PenChecks an indispensable resource for pension plan distribution processing.
PenChecks Trust Company of America (PTCA) is a wholly owned subsidiary of PenChecks, Inc, an expert and industry leader in qualified retirement plan distributions. We specialize in providing unique outsourcing services related to the processing of benefit payments and the administration and management of default / missing participant IRAs for institutions, traditional IRAs and Taxable Savings Accounts.
The National Registry is a nationwide, secure database listing of retirement plan account balances that have been left unclaimed. This website is designed to help match employers with abandoned or forgotten employee retirement account balances with the former employees who they rightfully belong to.
PenChecks Missing Distributees, LLC serves financial institutions including banks, insurance companies, trust companies, brokerage firms, mutual funds and select other corporations, who offer administration
and custodial services to ERISA qualified plans.