THE EASY WAY TO PROCESS 1099-R's AND REMIT TAXES

From preparation, filing and remitting taxes to participant mailings – we do it all for you!

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retirement plan distributions

comprehensive solutions

One-stop shopping… Everything you need in one complete benefits distribution services package

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retirement plan distributions

EXPERT STAFF/CUSTOMER SERVICE

Friendly, knowledgeable professionals. Expert advice, same-day service – backed by 20 years of retirement benefits processing experience

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COST SAVINGS
IMPROVED EFFICIENCY

Give your budget a break…
Seamless pension distribution solutions that combine compliance and cost control

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INNOVATION

When one size doesn’t fit all…
Scalable distribution solutions to fit any company or need – large or small

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CREATIVE PROBLEM SOLVING

Need better than a boilerplate solution?… Customized programs tailored to your unique benefits distribution needs

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PenChecks Expert Series Online Webinars

As part of our commitment to ongoing education and management best practices, we offer on-demand webinars presented by outside industry experts on a wide variety of retirement plan distribution and general management topics. Access our full webinar library here

FEATURED:

PenChecks Expert Series:
The Myth of Multi-tasking

Upcoming PenChecks Events

Women Business Leaders Forum – New Orleans, LA

June 6-9

PenChecks Trust is a proud sponsor of this event and we look forward to seeing you there! You won’t want to miss this conference…

View all upcoming events