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What are the biggest challenges facing TPAs, RIAs and recordkeepers? And what will be most impactful from all that we’re seeing on the legislative and regulatory front? We turned to PenChecks’ President and CEO, Spiro Preovolos and Scott Okrasinski, the firm’s National Sales Director, to answer these important questions and more.
They joined us to discuss PenChecks' transformation into a true fintech solutions partner, its exponential growth and cultural transformation, and what it means for better retirement outcomes.
We also asked whether they’re optimistic or pessimistic about the prospects for meaningful retirement saving inroads in the near term. Here's what they had to say.
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