Press Release

ASC and PenChecks Partner to Simplify Rollover Integration

Issued by ASC

Dec. 2, 2025

Integration Supercharges Workflow Efficiency for Retirement Plan Professionals

West Palm Beach, FL – Actuarial Systems Corporation (ASC), a leading provider of retirement plan automation software, and PenChecks Trust®, the largest independent provider of outsourced Benefit Distribution Services and Automatic Rollover IRAs, announce the launch of a new system integration that is now fully available to mutual clients.

This strategic integration offers a guided export workflow that allows ASC DC/401(k) users to generate data files in a PenChecks-compatible format, simplifying the setup process and minimizing the risk of formatting errors. The result is a substantial increase in operational efficiency, risk mitigation, and a more seamless client experience.

“This integration represents another step forward in automation and risk mitigation for our clients,” said Alan Gould, President at ASC. “By connecting our systems with PenChecks, we’re making it easier for plan administrators to manage retirement plans with speed and confidence.”

Clients will now benefit from a more connected digital ecosystem, where secure data exchange supports faster decision-making and a superior client service experience. The integration reflects both companies’ shared commitment to innovation, client satisfaction, and the modernization of retirement plan operations.

“This new integration showcases how PenChecks and ASC partner to make things simple for our clients. By working with ASC to build an automatic-rollover integration that seamlessly transfers key data from ASC’s platform into PenChecks, we’re delivering greater automation and efficiency for TPA clients while strengthening a partnership built on trust and shared purpose.” Rob Klobukowski, Director of Institutional Integrations at PenChecks Trust.

About Actuarial Systems Corporation (ASC)

ASC is an industry leader in providing innovative intelligent automation for retirement plan software. Systems include Retirement Plan Documents, DC/401(k) Recordkeeping and Administration, DB Valuation, Compliance Testing, Single Step Processing, 5500 Forms, CRMs, API & other enterprise level tools. All products share data, facilitating the reduction of errors and elimination of duplicate data entry. A fully hosted, web-access option is available for all products. ASC also offers ERISA Consulting and Continuing Education. https://asc-net.com/

About PenChecks Trust

PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced Benefit Distribution Services and Automatic Rollover IRAs and Missing Participant IRAs in the country. With over 25 years in business, the PenChecks family of companies (www.penchecks.com) is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of Trust Resolution issues. Services include automated and branded solutions for Benefit Payment Processing, Uncashed/stale dated checks, Abandoned Plan/QTA services and Taxable Savings Accounts. Customers include Institutions, Third-Party Administrators, Advisors, and Plan Sponsors.

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