Firm Leadership

Firm Leadership / Chuck Balch

Chuck E. Balch

Chuck Balch


Retirement Plan Services

Chambersburg, PA


Chuck has more than 30 years of experience in qualified retirement plans including plan design, plan documents, compliance, sales, marketing, and administration.

As part of his responsibilities with the Retirement Plan Services Department, Chuck’s responsibilities include assisting with the management of the department, sales, plan design including plan documents, administration, and training department staff.

Quick Facts

  • Professional Memberships

    • Qualified 401(k) Administrator™ (QKA)
    • American Society of Pension Professionals and Actuaries

Work Highlights

  • Year joined SEK: 1998

Q&A with Chuck

  • When you were a kid, what did you want to be when you grew up?


  • What was your first job?

    Neighborhood lawn service at 10 years old; then color press operator at 18 years old in Baltimore

  • What is your favorite sport to watch?


  • What is on your bucket list?

    Travel to Italy

  • What is your most prized possession?

    My children and grandchildren

My Service Specialties

  • Third Party Administration - Retirement Plans

Client Testimonials

  • Chuck always has punctual responses to questions, and very friendly and professional service. Very helpful and useful information!

    A Chambersburg Retirement Plan Client

  • Chuck Balch has serviced our account with excellent customer service from day one.  Thanks, Chuck!

    A Chambersburg Retirement Plan Client


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