About Sue Van Gheem

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So far Sue Van Gheem has created 15 blog entries.

Setting Every Community Up for Retirement Enhancement (The SECURE Act)

The bipartisan SECURE Act circulating through Congress aims to improve the nation’s retirement system. According to a U.S. Government Accountability Office review, it’s estimated that about 48% of households age 55 and older had no retirement savings in 2016. For those saving, the average 401(k) balance rose to $103,700 during the first quarter of 2019 [...]

2019-07-03T11:42:22-05:00July 3rd, 2019|

What to Know About Financial Audits Filed with Form 5500s

Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information and how to pick the best auditor. By: Lee Barney - PLANSPONSOR.COM Read/view the full article: https://www.plansponsor.com/exclusives/know-financial-audits-filed-form-5500s/

2019-05-21T14:21:27-05:00May 21st, 2019|

Pension Inc. Announces New Officers

Pension Inc. is excited to announce that in a recent Board of Directors meeting Sarah Green was named President. Sarah, working alongside current CEO Sue Van Gheem, will assume leadership of Pension Inc.  With a combined 49 years at Pension Inc., Sue will continue to lead in the areas of business development and overall strategic [...]

2019-05-21T14:22:47-05:00May 4th, 2019|

Let’s Celebrate!

Despite the unprecedented swings in the investment markets, there were many reasons to celebrate during the last quarter of 2018. One of the most impactful retirement plan offerings turned 40 in November and Pension Inc. celebrated a 30th anniversary in December. The landscape of retirement planning changed when the 401(k) was created by the [...]

2019-01-07T17:10:08-05:00January 7th, 2019|

Creating Account “Security” Beyond the Numbers

Retirement plan cybersecurity is crucial, and Pension Inc. continues to create multiple layers of security for access to online retirement plan data. In addition to passwords and pins, additional authentication factors will soon be required to assist in verifying user credentials. This extra layer of security requires a confirmation code that is typically sent to [...]

2018-10-05T15:54:43-05:00October 5th, 2018|

Introducing the Pension Inc. Paddlers

In July, the Pension Inc. crew participated in the first ever Boys & Girls Club Dragon Boat Races at the Green Bay City Deck. Billed as an event to “invigorate your team and boost comradery in the work place,” it accomplished that and so much more. Dragon boat racing is one of the fastest growing [...]

2018-10-05T16:47:03-05:00August 1st, 2018|

What Does Retirement Mean to You?

What Does Retirement Mean To You? Does the word “retirement” itself create a savings roadblock?  Picturing yourself in retirement may be difficult. Retirement may feel so many years away that you can’t grasp the idea of ever being able to retire.  It becomes an abstract concept despite the images of seeing yourself on a beach [...]

2018-06-29T12:19:22-05:00June 29th, 2018|

Financial Education Tools to Help Balance Priorities

Financial Wellness.  In a recent Lincoln Financial study, more than half of retirement plan participants surveyed indicate they don’t save more in their 401(k) plan because they can’t afford to increase savings. The number of competing financial priorities continues to grow as participants focus on debt management, home improvements, emergency funds, healthcare, education and even [...]

2018-05-21T08:56:51-05:00March 29th, 2018|

Pension Inc. Invited to Participate in Statewide Presentations

Pension Inc. associates shared their knowledge this fall at two educational events.  In September, Jackie Krull and Sarah Green attended Get Your 401(k) in Gear hosted by the Appleton Group and Fox Valley Society for Human Resource Management.  Jackie presented on the topic “Rehires Through the Revolving Door.”  The retirement plan rules related to rehires [...]

2018-05-21T08:56:51-05:00November 13th, 2017|

25 Years at Pension Inc. – a personal reflection by Sue Van Gheem

This week I celebrate my 25th anniversary with Pension Inc., the last seven years as CEO.  As I reflect, I wonder how it can be 25 years with a company I love, doing a job I love when it seems like just yesterday I interviewed with founder, Jim Cooney.  My most memorable interview take-away (other [...]

2018-05-21T08:56:51-05:00August 16th, 2017|