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 undefined

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 Scorebased on 535 reference ratings
4.8/5.0 (535)

4Testimonials

  • "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 handle them in large amounts. When a client’s distributions get into the hundreds or thousands, we recommend they use PenChecks. They specialize in taking a slow, cumbersome task and turning it into a highly efficient process that makes it easier for Crowe LLP and our clients. In addition to doing what they say they’re going to do, PenChecks is easy to work with. Their staff is very responsive, and they’re good with our clients. One of our core values is being responsive to clients, and we won’t work with a partner that doesn’t feel the same way. PenChecks makes our staff more efficient and our clients happy. That’s what I call a win-win relationship."

    Peter ShulerPartner and Head of ESOP Practice
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4 Case Studies

  • Crowe LLP - Customer Case Study

    Peter ShulerPartner and Head of ESOP Practice
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Read PenChecks Reviews, Testimonials & Customer References from 4 real PenChecks customers.

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