What departments does PenChecks Trust have?

PenChecks Trust has employees across 4 departments including Operations, Accounting, Sales, Customer Success.

What is the largest department at PenChecks Trust?

The largest department at PenChecks Trust is Customer Success with 2 employees.

Where are PenChecks Trust employees located globally?

PenChecks Trust has employees across 1 continents and 1 countries including United States Of America.

How has PenChecks Trust's team size changed over time?

PenChecks Trust's team has grown from approximately 86 to 89 employees based on available data.

PenChecks Trust Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

PenChecks Trust is a state-chartered, non-depository trust company based in La Mesa, California, operating within the financial services sector. With roughly two decades in business, it positions itself as the largest independent provider of outsourced benefits distribution services and of Default and Missing Participant IRAs. The company serves financial institutions, third-party administrators, plan advisors, and plan sponsors, offering automated and branded processing for retirement benefit payments and related trust-resolution services, including handling uncashed or stale-dated checks and abandoned plan activity. As a mid-sized firm specializing in retirement distributions and IRA platforms, PenChecks aims to help clients streamline payments, resolve missing participant issues, and simplify plan administration. In 2026 it announced a strategic enhancement to its NextLevel IRA platform through a partnership with PGIM, integrating PGIM's RetireWell Managed Account Solution into its Invest4U offering, marking an expansion of its platform capabilities.

PenChecks Trust Global Highlights

North America
111

United States Of America
111

PenChecks Trust's Leadership

A. H.
Chief Operating Officer
Mobile Phone
Email
S. F.
Vice President Of Individual Accounts
Mobile Phone
Email
C. S.
Director; Relationship Management
Mobile Phone
Email
L. K.
South Central Regional Director
Mobile Phone
Email
K. B.
Advisor Relationship Manager
Mobile Phone
Email
D. S.
Research Specialist
Mobile Phone
Email
E. H.
Client Services Specialist
Mobile Phone
Email
G. P.
Customer Relationship Management Specialist
Mobile Phone
Email

PenChecks Trust Employee Metrics

100%

50%

0%

2026

2025

Banking
Engineering
Arts & Design
Business
Accounting
Other

Contact profiles from PenChecks Trust

Name

Title

Contact Info

Location

Last Update

A. H.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
S. F.
Vice President Of Individual Accounts
Mobile Phone
Email
Oct 17, 2024
C. S.
Director; Relationship Management
Mobile Phone
Email
Jun 29, 2026
L. K.
South Central Regional Director
Mobile Phone
Email
Jun 29, 2026
K. B.
Advisor Relationship Manager
Mobile Phone
Email
Jun 29, 2026
D. S.
Research Specialist
Mobile Phone
Email
Oct 22, 2024
E. H.
Client Services Specialist
Mobile Phone
Email
Oct 21, 2024
G. P.
Customer Relationship Management Specialist
Mobile Phone
Email
Oct 17, 2024
G. S.
Accounting Executive
Mobile Phone
Email
Oct 22, 2024
J. R.
Client Services Representative
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is PenChecks Trust known for?

PenChecks Trust was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-619-462-****

. Explore PenChecks Trust's company overview page for more information.

What is PenChecks Trust's most common email format?

PenChecks Trust employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PenChecks Trust email formats with LeadIQ.

How many employees does PenChecks Trust have currently?

PenChecks Trust has approximately 102 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are PenChecks Trust's key employees and leadership?

As of July 2026, PenChecks Trust's key employees include:

Chief Operating Officer: A. H.
Vice President Of Individual Accounts: S. F.
Director; Relationship Management: C. S.
South Central Regional Director: L. K.
Advisor Relationship Manager: K. B.

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PenChecks Trust Employee Directory

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