Save Time. Lower Costs. Reduce Risk.

Welcome to PenChecks Trust®, the leader in outsourced retirement plan payment processing, Automatic Rollover and Missing Participant IRA programs, uncashed check solutions and abandoned plan services.

As one of the most trusted independent providers of outsourced retirement plan payment processing services, we help Institutions, Third-Party Administrators (TPAs), Advisors and Plan Sponsors save time and money by:

Streamlining your retirement plan distribution processing
Taking tedious, time-consuming administrative tasks off your plate
Freeing up your staff to focus on higher-value client activities

Through our clients, we have the opportunity to serve companies of all types and sizes, from small companies with less than 100 plan participants to large enterprises with thousands of participants. We provide our clients amazing service, and their plan participants with an easy, seamless retirement distribution experience. Our success rate at finding missing participants is one of the highest in the industry.

Have Questions?

Get Quick Answers to Your Most Immediate Questions:

Learn how we can make life easier for you.
I am a:
Third-Party Administrator (TPA)
Plan Sponsor
Schedule a Consult

If you’re new to PenChecks Trust, we’ll discuss your business and your operations with you – at no cost – to help identify ways to streamline your retirement plan payment processing and lower your administrative costs. Schedule a consultation, call 800.541.3938 today!

To learn more about our comprehensive retirement plan payment processing services, schedule a call with one of our distribution experts.

Success Story
Blue Ridge ESOP Associates
Client Type: Retirement Administration and Services for ESOP Companies
OBJECTIVE: Assist a client in processing a large amount of distributions from a terminating ESOP within days of selling the company.

In Distributions Proccessed in 72 Hours

Get Started!
Set up your PenChecks Trust processing account today! Or call 800.541.3938 and we’ll walk you through the process.