Distributions
Click below to learn more about our ESOP Alliance members that are in Distributions:
Tim Loehr
PenChecks
Director - Eastern US
Tim Loehr brings 15 years of financial services and retirement plan experience to the PenChecks Regional Director team. His career began with John Hancock Financial Services, selling variable and fixed annuities before transitioning to the retirement plan side of the business. He was soon promoted to Sales Director where he managed a sales team located in Boston, MA and Atlanta, GA, in addition to supporting relationships with key industry partners and Broker-Dealers for the firm. Tim later served as a Regional Sales Director for Northwest Plan Services (a Raymond James company), where he gained experience selling larger and more complex types of retirement plans. His role at PenChecks involves working with financial institutions, Third Party Administrators, plan sponsors, and financial advisors and consultants to provide distribution solutions that reduce risk, lower administrative costs, and increase efficiency. Tim holds a Bachelor of Science degree in Marketing from Providence College and an MBA from Boston College.