Vice President
PenChecks Trust
Vancouver, WA
Since 1997 Kevin has been involved in the retirement savings industry. In that time, he's worked for recordkeepers, mutual fund families, Third Party Administrators and now PenChecks Trust Company.
In 2001, Kevin moved from Philadelphia to Southern California where we spent time in Orange County and Long Beach. He now lives in Vancouver, Washington. No, not that Vancouver. The other one.
Disclosure information not submitted.
Show Me the Money: Distribution Rules for ESOPs
Tuesday, April 7, 2026
2:45 PM - 3:45 PM CDT