What departments does PenChecks Trust have?

PenChecks Trust has employees across 9 departments including Finance, Operations, Sales, Accounting, Product Management.

What is the largest department at PenChecks Trust?

The largest department at PenChecks Trust is Product Management with 3 employees.

Where are PenChecks Trust employees located globally?

PenChecks Trust has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, 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
108

United States Of America
108

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

PenChecks Trust's Leadership

S. O.
Chief Revenue Officer
Mobile Phone
Email
A. H.
Chief Operating Officer
Mobile Phone
Email
J. H.
Chief Financial Officer
Mobile Phone
Email
S. F.
Vice President Of Individual Accounts
Mobile Phone
Email
S. W.
Vice President, Institutional Sales
Mobile Phone
Email
T. L.
Regional Vice President - Northeast Us
Mobile Phone
Email
B. F.
Sr. Director, Retirement Services Strategy
Mobile Phone
Email
L. K.
South Central Regional Director
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

S. O.
Chief Revenue Officer
Mobile Phone
Email
United StatesArizona
May 31, 2026
A. H.
Chief Operating Officer
Mobile Phone
Email
Oct 17, 2024
J. H.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Jun 25, 2025
S. W.
Vice President, Institutional Sales
Mobile Phone
Email
United StatesNew York
Apr 27, 2026
T. L.
Regional Vice President - Northeast Us
Mobile Phone
Email
United StatesMaryland
Apr 17, 2026
S. F.
Vice President Of Individual Accounts
Mobile Phone
Email
Oct 17, 2024
B. F.
Sr. Director, Retirement Services Strategy
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
L. K.
South Central Regional Director
Mobile Phone
Email
Apr 15, 2026
C. P.
Product Manager
Mobile Phone
Email
United StatesIowa
Apr 17, 2026
M. M.
Manager Of Product Management
Mobile Phone
Email
United StatesMinnesota
Jun 02, 2026

Frequently Asked Questions

What is PenChecks Trust known for?

PenChecks Trust was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 8580 la Mesa Boulevard Suite 101 la Mesa, California 91942 United States; 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 103 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PenChecks Trust's key employees and leadership?

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

Chief Revenue Officer: S. O.
Chief Operating Officer: A. H.
Chief Financial Officer: J. H.
Vice President Of Individual Accounts: S. F.
Vice President, Institutional Sales: S. W.

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PenChecks Trust Employee Directory

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