Advisors

Retirement Distribution Advisors

At PenChecks, we recognize the important role retirement plan advisors play in working with third party administrators (TPAs), plan sponsors, and plan participants. With services ranging from innovative IRA rollover solutions to missing participant help, we help make your job easier by making benefit distributions easy to enter, manage, and follow up. Moreover, our timely lead generation information helps you maintain the assets and relationships that are essential to the success of your business.

Automatic Lead Generation
for Retirement Distribution Advisors

For more than two decades, Fast, efficient lead generation is an important tool for growing your business. Our proprietary distribution system automatically facilitates lead generation to brokers and advisors. In fact, every time we process a distribution for retirement plan advisors, the system electronically sends the lead to the broker of record on the plan. To help you follow up on the highest-value leads, we can also customize the process to discriminate against participant balances that fall below any threshold of your choosing.

With PenChecks’ lead generation, there’s:

  • No additional software to install
  • No extra in-office processes or procedures to implement
  • No additional cost

Save Time, Streamline Your Business Operations

With PenChecks, retirement plan advisors can get paid the same amount from their clients for doing a fraction of the work. Whether its an IRA rollover solution, missing participant help, or 1099R form expertise, our process streamlines and simplifies your workload by handling all distribution processing and monitoring in one simple online application.

  • Eliminate the need for paper
  • No hardware to buy or hard copy records to maintain
  • Significantly reduce staff training time and expenses
  • Avoid the inefficiency of learning, training and remembering how each individual institution or custodian you work with operates

There’s a reason more and more retirement plan advisors are partnering with PenChecks. You get fast, friendly service combined with innovative retirement distribution products. And it’s all wrapped up into one simple, repeatable process to manage all your distribution processing needs in a timely and cost-effective manner.

PenChecks - Save Time, Reduce Risk, and Lower Operating Costs: Call 800.541.3938 or .