THE PEOPLE

With experienced and passionate staff, Pension Inc provides accurate and accountable services with a personal touch. This dedicated service results in high customer retention rates.

THE PROCESS

Pension Inc manages all administrative functions of a plan sponsor's retirement plan so an employer can focus on their primary business function, confident that they maintain a compliant and efficient retirement plan.

THE PLAN

While offering unlimited investment and design flexibility, Pension Inc provides personal consulting and dependable services at a competitive, fully disclosed price. Pension Inc offers comprehensive record keeping and administrative solutions for defined contribution plans including 401(k), Cross-Tested Profit Sharing, Age-Based Profit Sharing, and 403(b) Plans.

Pension Inc. to Sponsor the Healthcare in Action Community Service Award at the Bellin Health Foundation Black Tie Blue Jean Extravaganza


Pension Inc. is proud to support community events by sharing time, talents and treasures. A current venture is the partnership with the Bellin Health Foundation as the award sponsor for the Healthcare in Action Community Service Award.

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For Many Boomers Retirement Means Still Working

May 2010 (PLANSPONSOR.com)
Many Baby Boomers plan to continue working in retirement, and not just to make ends meet, but to keep physically and mentally energized. Dell Webb, a builder of active adult communities, said its survey found of those who are still working and have yet to retire, nearly 75% plan to do work in some capacity after they officially retire. Many have noted they plan to do so to "ward off boredom and keep busy" or for the "self satisfaction and enjoyment."

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IRS to Mail 401(k) Compliance Questionnaires

February 4, 2010 (PLANSPONSOR.com)
New York accounting firm Eisner LLP has issued a warning that the Internal Revenue Service (IRS) will begin sending questionnaires to 401(k) sponsors to gather information about their level of compliance with applicable tax rules. According to Eisner's alert, the tax agency expects to begin in March to mail the questions dealing with deferral rates, eligibility standards, and compliance with nondiscrimination tests.

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2010 IRS Dollar Limts


The IRS has announced that the maximum dollar amounts that can be contributed to various types of retirement plans will remain the same for 2010.

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Form 5500 Changes
ERISA Filing Acceptance System II (EFAST2)

Plan Sponsor,
All Plan Year 2009 and later Form 5500 Annual Returns/Reports must be filed electronically. The all-electronic system is called EFAST2.

Pension Inc. has a document that explains it all.

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" Competitive & Transparent Pricing"