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.

Final Service Provider Fee Regulations – FINALLY

Note: Following is a February 2, 2012 update to the original announcement by Pension Inc. regarding long-awaited fee disclosure regulations.

There is no longer the possibility of delay! In an announcement released February 2, 2012, the Department of Labor has published the final service provider fee regulations.

This Means...

In-Plan Roth Conversions


On September 27, 2010, President Obama signed into law the Small Business Jobs and Credit Act of 2010 ("Small Business Jobs Act"). One provision of this new law, "In-Plan" Roth Conversions, will have an impact on 401(k) plans.

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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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2012 IRS Dollar Limts


The IRS has announced that the maximum dollar amounts that can be contributed to various types of retirement plans for 2012.

click to see the numbers...

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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" Compliant & Efficient"