Who We Help
Custom Solutions for Institutions, Retirement Plan Sponsors, Advisors, & Third-Party Administrators
Helping America’s workers save for retirement is a noble profession. It’s also a complex one, where complying with government regulations can lead to inefficient processes and administrative mistakes.
PenChecks Trust® helps you do your job faster, better and for less money. Plan participants get their money in a timely manner so you can focus on more profitably growing your business.
Call 800.541.3938 to speak with a Distribution Specialist today!
Industry-Leading Services
As a trusted provider to Plan Sponsors, Third-Party Administrators (TPAs), Advisors, and Institutions, we help you:
Lower operating costs
Reduce compliance risks
Serve your clients more effectively
Dedicate more time to achieving your business goals
Improve Service to Your Clients
Believing that a strong industry benefits us all, we help the following industry sectors serve their clients more efficiently.
Institutions
- Streamline the distribution process
- Save time and lower admin costs
- Focus on core business opportunities
We support your role in working with TPAs, plan sponsors, and retirement plan participants through:
- Automatic Rollover and Missing Participant IRA solutions
- Streamlined business operations
- Tools to build relationships
We handle the important but time-consuming payment processing tasks so you don’t have to.
- Timely, efficient distribution processing
- Seamless online benefit elections for participants
- Streamlined business operations
We process multiple types of payments on your behalf. Our payment processing services include:
- Distributions and plan terminations
- Tax payments and filings
- Participant communication
We provide a safe, secure way to receive your hard-earned retirement funds through:
- Simple, fast online benefit elections
- Expert support and education on benefit elections
- Flexible distribution options (wire, ACH, expedited mail)
Have a Question?
Call 800.541.3938 today to speak with a Service Representative.
Fast, friendly expert service.
Call 800.541.3938 / Schedule a Consult