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PenChecks, Inc. Hires New Senior Director of Product Management

by | Aug 17, 2023

SAN DIEGO, CA, August 22, 2023 – PenChecks, Inc., parent company of PenChecks Trust®, a recognized leader in outsourced retirement plan distribution solutions, is pleased to announce the addition of Ron Kaplan, Senior Director of Product Management, to the PenChecks management team. His primary responsibilities include product management, leading product teams, driving existing and new product innovation and strategy, and implementing best practices to continue elevating PenChecks’ product portfolio and increase revenue growth. He also plays a key role in implementing processes that improve product performance and customer adoption to new products and services.

“Ron’s hiring represents a big step forward for PenChecks in terms of developing new products and managing existing ones in a more structured format,” says PenChecks CEO, Spiro Preovolos. “As our company continues to expand our presence in broader financial services areas, his experience and expertise will help us develop and manage the products needed to continue our growth as a leading fintech company in the financial services industry.”

Kaplan’s diverse background includes working as Director, Product Management for Jack Henry™, a technology provider ​serving regional financial institutions, and Norman ASA, an information security products company. He was VP, Product Management at EdgeWave, an information security products company. At these companies he led successful products, implemented new processes for managing product lifecycles, created and drove product growth strategies, and built and managed strong product teams.

With decades of leadership in product management and B2B marketing, Kaplan also excels at educating product employees on product lifecycle management – how products and services are developed, implemented, sold, adopted, supported, maintained, and retired. He also teaches how to build strategies and use data analysis to make informed decisions about how to deliver on them.

Kaplan is a graduate of St. John’s College, Santa Fe, NM with a Bachelor’s of Liberal Arts (BLA), and holds an MBA in Marketing from National University, San Diego, CA, where he was awarded membership in the National Honors Society – Management Business Administration – Sigma Beta Delta.

About PenChecks Trust

PenChecks Trust is a state-chartered, non-depository trust company and one of the largest independent providers of outsourced Benefit Distribution Services in the U.S. With almost 30 years in business, PenChecks Trust is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of plan and distribution issues. Services include automated and branded solutions for benefit payments, benefit election processing, missing participant searches, Automatic Rollover and Missing Participant IRAs, uncashed/stale-dated check resolution and Abandoned Plan/QTA services. Customers include Institutions, Third-Party Administrators, and Plan Sponsors, Advisors, and Participants.


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Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.

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Take it or Leave it

Each year, approximately five million Americans with small retirement accounts (currently defined as having balances of less than $7,000) change jobs – and at that point are forced to make a decision.


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