Case Studies

PenChecks Success Stories

At PenChecks, we do more than just provide cost-effective retirement benefit plan distribution services – we solve problems. Specifically, we solve your retirement plan distribution problems in a manner that helps achieve your business goals and objectives.

Our innovative solutions start with taking the time to identify your unique retirement plan distribution challenges. Then we work with you to create a solution that fits your plan, your business and your budget. Whether you need to cut plan management costs, reduce administrative workload, or beef up compliance, we understand the challenges you face, and have the knowledge and expertise to solve them.

The following success stories illustrate a few of the many ways we help our clients achieve their pension plan distribution goals.


Angell Pension Group

The ANGELL Pension Group is a national leader in third-party administration and compliance, providing a full array of administrative, actuarial, Section 125 and nonqualified services to more than 3,000 clients nationwide.

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INTAC Actuarial Services

INTAC is a leading actuarial firm that provides complete retirement plan design, consulting, and administration for more than 2,800 small to mid-sized companies nationwide, their owners, key executives and employees.

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PASI, LLC

A leader in the area of plan design and implementation, PASI has chosen to allocate its resources to those tasks best suited to their expertise and operations, while outsourcing to PenChecks the tasks for which PenCheck's robust and process-oriented infrastructure is uniquely well-suited.

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AKT Retirement Services

PenChecks provided a turnkey solution that helped solve the problem. Program implementation was seamless and PenChecks provided great support during the start-up phase.

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American ESOP Advisors, LLC

Learn how this third-party administrator reduced their clients’ benefits distribution processing costs by 30 to 50% while improving service and customer satisfaction.

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Cornerstone Group

Working with PenChecks improved staff efficiency and reduced payment processing time by 60% for this TPA, while also reducing fiduciary risk.

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Ganahl Lumber

PenChecks help this ESOP-owned company set up nearly 600 employee participant accounts, process dividend payments, and manage all tax withholding forms within two weeks to meet end-of-year deadlines.

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Hicks Pension Services

PenChecks distribution solutions enabled this benefits advisory firm to reduce the cost of pass-through fees to clients and save each administrative team up to four full days in clerical time each year.

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Kidder Benefits Consultants

Discover how this retirement plan consulting firm saved thousands of dollars in software costs to comply with IRS 1099R reporting requirements, while freeing up staff time to focus on client needs.

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Kravitz, LLC

This California-based retirement plan consulting firm used PenChecks technologies to save 15% in processing time, improve staff productivity, and simplify their entire payment distribution process.

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