Announcing the PenChecks Trust 2014 Expert Series

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Supporting education and enlightened thinking in the retirement industry

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We’re committed to supporting education and the professional development of people who work hard every day to help others reach their retirement savings goals, PenChecks Trust President and CEO, Peter Preovolos

PenChecks Trust announced today their 2014 Expert Series of free educational webinars for retirement industry professionals. The series of 30-minute presentations and discussions covers a range of timely business topics relevant to industry professionals, especially business leaders.

A few words from PenChecks Trust President and CEO, Peter Preovolos: “We’re committed to supporting education and the professional development of people who work hard every day to help others reach their retirement savings goals. In fact, we regard it an essential part of what we bring to the table as an industry partner. It’s why we began the Expert Series for business decision makers last year and why we we’re excited to announce new scholarship programs with both ASPPA and NIPA this year to help aspiring professionals achieve industry certification. We believe that, as an industry, we can do amazing things if we share our best ideas and information to help others be more effective in their roles.”

The 2014 Expert Series lineup includes presentations on leadership and governance, business and life productivity, retirement income, and retirement plan distributions in divorce.

Featured speakers include:
Don Trone, GFS™, President of the Leadership Center for Investment Stewards, and founder and CEO/Chief Ethos Officer of 3ethos
Dave Crenshaw, business coach and author of “The Focused Business: How Entrepreneurs Can Triumph Over Chaos!”
Howard Phillips, EA, author of “Dividing Retirement Plan Assets In a Divorce”
Wade D. Pfau, Ph.D., CFA, Professor of Retirement Income at the American College

The PenChecks Trust Expert Series presentations are 30-minute online educational seminars (webinars) that promote healthy businesses, practices, and attitudes and are free to all industry professionals. Registration is required. Seating is limited. For more information, please visit

About PenChecks Trust
PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit distribution services and Default/Missing Participant IRAs in the country. With 20 years in business, PenChecks Trust ( is an expert and industry-leading provider of unique and comprehensive solutions for a myriad of trust resolution issues. Services include automated and branded solutions for benefit payment processing, uncashed/stale dated checks, Abandoned Plan/QTA services and Taxable Savings Accounts. Customers include financial institutions, third party administrators, plan sponsors and plan advisors.


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