Pain-Free Payment Processing
We make it easy.
PenChecks Trust® – A Leading Provider of Comprehensive Retirement Plan Payment Processing Services – and more
Whether you call it a “retirement distribution“, “payment processing” or something else, we provide plan participants comprehensive assistance for claiming their plan distributions, including a quick and easy means to submit benefit election information.
I am a plan professional...
A professional is :
Any individual or other entity representing an organization or institution that could benefit from PenChecks Trust’s payment processing and other retirement distribution services
25 Years of payment processing leadership and industry innovation… get to know us
I’m here to learn about your retirement distribution services:
We make it simple.
Streamline and simplify your payment processing administration.
I am an individual...
An individual is either:
A Plan Participant who is entitled to a distribution from a retirement plan
Or a person who holds an individual account, such as an Automatic Rollover IRA, a Missing Participant IRA or a 403(b)-retirement plan account, in which PenChecks Trust serves as the custodian
Secure your retirement today. We help reunite you with your money… find out more
I’m here because:
Secure your retirement today.
We help reunite you with your money.
Years of Payment Processing Leadership and Industry Innovation
Big enough to handle your retirement plan distribution needs; small enough to care
Fast, friendly service
US-based customer experience support
Simple, predetermined and level fee structure for all our services
Fast. Accurate. Cost-Effective.
Get Answers. Explore Options. Take Action.
Make smart decisions to grow your retirement income. Safe, secure online benefit elections.
Claim Your Account
In Payments Processed
In Distributions Processed
Plan Participants Served
We make it easy. Fast, friendly expert service.
Secure your retirement today!
In Distributions Proccessed in 72 Hours
"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 because I didn’t have to bring someone else up to date every time I got on the phone with them."
- Dave Nelson, Retirement Plan Advisor, Colton Groome and Co.
"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 Shuler, Partner, Blue Ridge ESOP Associates
"The PenChecks staff is fast and efficient. They’re very professional. And when I have a problem, they honestly care about getting it fixed. Working with PenChecks Trust provides a win-win outcome for Greenspan & Associates, Inc., and our clients by reducing our administrative workloads and ensuring that these tedious but important tasks are properly handled."
- Michele Zokaie, Documents Specialist, Greenspan and Associates, Inc.
Retirement benefits that go unclaimed is a major—and growing—problem, with recent headlines putting the total amount of lost or forgotten assets well north of a trillion dollars.
Here we are at the end of another very successful year for PenChecks. 2023 will be another year of record company growth for us in every key financial metric.
Multiple Venues / Nashville, TNPenChecks is excited to be a part of the NAPA 401(k) Summit, the nation’s premier retirement plan advisory conference. Come by and meet our team – we will be at booth #812. See you there!
Marriott Atlanta Northeast-Emory Area / Atlanta, GAPenChecks is proud to sponsor Pensions on Peachtree 2024! Come by and meet our team, connect and take advantage of all of the educational and engaging sessions.