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Business Profile

Retirement Planning Services

PenChecks Trust

Reviews

Customer Review Ratings

3.8/5 stars

Average of 146 Customer Reviews

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Review Details

  • Review fromAnntoinette L

    Date: 04/21/2025

    1 star
    Horrible business. Run. They seem to tell false things. They say they receive your items even confirm with email then say never got it and guess who they want to fix their mistake? You most unprofessional business I have ever known. Thank god I moved my money. The best part of this business was ******* .
  • Review fromMiguel M

    Date: 04/21/2025

    5 stars
    Thank you **** for your help was amazing . I'm appreciate . One's again Thank you
  • Review fromGilbert C

    Date: 04/18/2025

    4 stars

    Gilbert C

    Date: 04/18/2025

    Your representative were amazing answered all my questions and were delightful to talk too. Thank you

    PenChecks Trust

    Date: 04/21/2025

    Thank you so much, we appreciate the kind words *******!
  • Review fromElmer B

    Date: 04/16/2025

    5 stars

    Elmer B

    Date: 04/16/2025

    Thank you for making sure I received my money and thank you for your time.

    PenChecks Trust

    Date: 04/17/2025

    Thank YOU, *****! We appreciate the review!
  • Review fromNAM N

    Date: 04/16/2025

    5 stars

    NAM N

    Date: 04/16/2025

    Can I talk by Vi?t Nam easy to understand for me

    PenChecks Trust

    Date: 04/17/2025

    Thank you!
  • Review fromRod A

    Date: 04/11/2025

    5 stars

    Rod A

    Date: 04/11/2025

    commutation is very regular so you always know whats going on Very reliable company you definitely can trust pen checks

    PenChecks Trust

    Date: 04/14/2025

    Thank you for your kind words, ***!
  • Review fromManuel P

    Date: 04/11/2025

    1 star

    Manuel P

    Date: 04/11/2025

    When PenChecks received my funds, I called three separate times to inquire about the status. Each time, I was told that PenChecks had not received the money. To resolve the issue, I initiated a conference call with my previous 401(k) provider, Principal. During that call, it was confirmed that PenChecks did, in fact, have the fundsthey simply did not know what to do with them.This miscommunication caused unnecessary delays and confusion, and I believe it reflects a serious lapse in internal processes and communication at PenChecks.I have not received my funds to date and what a coincidence that every review I read on here PenChecks has received everyones name wrong and need to verify delaying more time

    PenChecks Trust

    Date: 04/18/2025

    Dear ******,Thank you for taking the time to share your feedback. We understand how important it is for you to have a smooth and timely experience when accessing your retirement funds, and we apologize for any frustration this situation may have caused.According to our records, we received your completed forms and entered your election on 4/4/2025. However, we did encounter a delay due to a discrepancy in your date of birth, which required verification documents to ensure your information was accurate and secure. Additionally, we needed to confirm your receiving institution account. As of 4/17/2025, all necessary information has been received, updated, and your account is now under review for processing. At this time, no further action is needed from you.We truly appreciate your patience throughout this process and remain committed to completing your request as quickly and securely as possible. If you have any further questions or concerns, please don't hesitate to reach out to our *************** team at **************. Sincerely, PenChecks
  • Review fromKieneon T

    Date: 04/10/2025

    5 stars

    Kieneon T

    Date: 04/10/2025

    Easy to use, instructions submitted on 4/2 and got funds in 4/8 as advertised, I recommend this company ??

    PenChecks Trust

    Date: 04/11/2025

    Thank you so much for your review!
  • Review fromJessica S

    Date: 04/08/2025

    1 star
    Unfortunately, in my experience they have been very slow and demonstrated very poor communication. They have not replied to multiple inquiries about my account and funds
  • Review fromTina B

    Date: 04/02/2025

    5 stars

    Tina B

    Date: 04/02/2025

    Very professional, and website design user friendly. Response to questions answered with professional and courteous expediency.

    PenChecks Trust

    Date: 04/03/2025

    Thank you for the kind review, ****!

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