Testimonials

Testimonials

See what our clients are saying about PenChecks!
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  • PenChecks Trust provides a seamless process for removing terminated and non-responsive employees from the plan, helping our clients save time while reducing plan costs and their fiduciary risk. This provides additional value that enhances our relationships with clients and our service model.

    Charles Rosenberg Managing Partner

    Danielle Aigotti Plan Distributions Specialist

    INTAC Actuarial Services


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  • After terminating a plan, one of our clients had to make corrective contributions due to an IRS audit. PenChecks processed all the distributions in a timely manner and let us know when the checks were cashed.

    The PenChecks staff was easy to work with and they walked me through the entire process. Overall, it was a very pleasant experience.

    Eve Savastano Director of Consulting

    Kelli Hewes Administrator

    The ANGELL Pension Group, Inc.


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  • PenChecks has given my firm the confidence to compete with much larger institutions because we can now offer a superior and scalable distributions processing platform. They have an excellent client services team and their sales team will go out of their way to support our business… They even joined us on an important sales call… that was a huge value!

    At the end of the day, we have more satisfied customers and their plan participants are having a much better user experience.

    Marcus Piquet, Managing Member

    American ESOP Advisors LLC

    VIEW CASE STUDY


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  • PenChecks is great to work with. They’re fast, responsive, and, most of all, accessible… it’s nice to be able to talk to a person and not a recording. Now, we can do more for our clients and leave the rest to PenChecks. I get help when I need it and they are just user friendly.

    PenChecks makes it simple.

    Cynthia Bennett, Administrator

    Hicks Pension Services

    VIEW CASE STUDY


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  • PenChecks has been a trusted reliable partner since 2011… They effectively handle benefits distribution processing for each of the 700 plans we manage. They have an excellent client services team, and I can always count on them to do what they say they’re going to do.

    PenChecks helped us reduce our fiduciary risk because checks no longer come to my firm; they go directly to them… I highly recommend PenChecks to anyone who needs support with their benefits distribution processing or missing participant default IRA needs.

    Anna Guilmette, Administrator

    Cornerstone Group

    VIEW CASE STUDY


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  • They were easy to work with, understood our urgency and effectively executed the required procedure. PenChecks did what they said they would do and they delivered for us. This was an administrative hassle for us and PenChecks was able to help us solve this internal issue quickly and efficiently.

    PenChecks is an expert!

    John Ganahl, CFO

    Ganahl Lumber

    VIEW CASE STUDY


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  • PenChecks is friendly, very responsive and knowledgeable. They handle complex situations quickly and expertly and handle thousands of small details so we don’t have to worry.

    After 4 years, we have no regrets… PenChecks exceeded our expectations in terms of customer service, pricing, support, and most importantly, the quality of their products… I was able to make my team more productive almost immediately. The PenChecks team is fantastic.

    Using PenChecks for benefits distribution processing and missing participant default IRAs has been a no brainer.

    Judy Richardson, Vice President & Senior Manager – Pension Services

    Kidder Benefits Consultants

    VIEW CASE STUDY


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  • I feel a huge sense of relief working with PenChecks. They do a great job at efficiently processing a lot of 1099R’s as well as Federal/State withholding payments so we don’t have to worry that it gets done right. PenChecks saves me time and lets me refocus on other projects that add value to our clients in different ways. I would strongly recommend working with PenChecks.

    Susan Troiano, Loan and Withdrawal Supervisor

    Kravitz, Inc.

    VIEW CASE STUDY


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