PenChecks

Read 4 PenChecks reviews and testimonials from customers, explore 4 case studies and customer success stories, and watch customer videos to see why companies chose PenChecks as their

PenChecks Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit distribution services and Default/Missing Participant IRAs in the country. With 20 years in business, PenChecks Trust 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 financial institutions, third party administrators, plan advisors, and plan sponsors.

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Customer Rating Review Score based on 738 reference ratings
4.8/5.0 (738)

4Testimonials

  • "PenChecks is easy to work with, and provides very responsive, personalized service. I talked to the same person throughout the 403(b) plan cleanup process, which saved a lot of time …

    Dave Nelson Retirement Plan Advisor

  • "Having PenChecks process plan distributions and year-end tax reporting has been a huge relief – for us and our clients."

    The ANGELL Pension Group, Inc.

  • "Ask anyone in the retirement world and they will tell you distributions are the hardest part. We will handle distributions for our clients, but we are not set up to …

    Peter Shuler Partner and Head of ESOP Practice
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4 Case Studies

  • Greenspan and Associates, Inc. - Customer Case Study

    Michele Zokaie Documents Specialist

  • The ANGELL Pension Group, Inc. - Customer Case Study

  • Crowe LLP - Customer Case Study

    Peter Shuler Partner and Head of ESOP Practice
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Additional PenChecks Information & Resources

Read PenChecks Reviews, Testimonials & Customer References from 4 real PenChecks customers.

Browse PenChecks Case Studies, Customer Success Stories, & Customer References from 4 businesses that use PenChecks.

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