Meet Our Team2019-05-28T12:54:34-05:00

MEET OUR TEAM

We’ll earn your trust. Every day.

SarahGreen

Sarah Green, QKA

President/Treasurer
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My PI in Six Words:  Transforming Retirement Planning Questions into Confidence

SusanVanGheem

Sue Van Gheem

CEO
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My PI in Six Words:  Cultivating Partnerships by Sharing Our Story

Sarah joined Pension Inc. in 1997 as a plan administrator.  She enjoys fostering new and long-standing relationships with both plan sponsors and participants.  In 2007, Sarah became a partner and acquired many corporate roles.   In 2019, the Board of Directors promoted Sarah to President.  While her passion for designing and servicing client plans remains strong, her added responsibilities include leading Pension Inc. in the areas of corporate management and day-to-day business operations.  Outside the office, Sarah enjoys volunteering at her children’s school and any activities that take her family outdoors.

Sue has been with Pension Inc. since 1992 and currently serves as CEO, Owner and Director of Business Development.  She enjoys meeting with new business partners and plan sponsors to promote the Pension Inc. story and share her passion for helping employees reach their retirement goals.  Sue is a graduate of St. Norbert College and is an active community volunteer.  When she is not spending time with her family, she proudly serves on the St. Norbert College President’s Advisory Council and the Bellin Foundation Board of Directors.  With a dedication to youth development in our community she is also an active member of the Girl Scout Regional Advisory Team and Boys and Girls Club Board of Directors.

ChrisDewsnap

Chris Dewsnap

Board Chair/Secretary
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My PI in Six Words:  Transforming Your Retirement Goals into Reality

KayleighStewart

Kayleigh Stewart

Vice President
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My PI in Six Words:  Developing Dependable Retirement Solutions for Employees

Fresh off his graduation from St. Norbert College, Chris joined Pension Inc. in 2000 as an Account Executive.  Since then, his role has expanded to include Owner, Board Chair and Director of Compliance.  Passionate about the legal and compliance aspects of retirement plan design and administration, Chris enjoys crafting qualified plans tailored to each client’s specific goals.  Outside the office, Chris is actively involved in the community’s youth sports associations.

Kayleigh joined Pension Inc. in 2009 and continues today as an account administrator for qualified plans. Kayleigh excels in the areas of plan compliance, consultation, and employee education.  As a member of the leadership team, Kayleigh serves as Vice President and Owner.  She is a graduate of the University of Wisconsin – Green Bay and serves as a member of the Alumni Advisory Board.

SandraMarsicek

Sandra Marsicek

Vice President
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My PI in Six Words:  Helping Simplify the Retirement Plan Process

ChrisZepczyk

Chris Zepczyk

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My PI in Six Words:  Putting Your Time and Needs First

Sandra joined Pension Inc. in 2013 as a processing associate.  Since then, she has transitioned into the role of Plan Operations Manager, Vice President and Owner.  Sandra is responsible for directing and controlling activities for various departments including daily processing, distributions, trading, and reconciliation of Pension Inc.’s recordkeeping platform.  Her enthusiastic commitment to innovating and improving the client and participant retirement plan experience contributes to the growth and success of Pension Inc.  Sandra graduated from the University of Texas at Austin and enjoys visiting her home state.

Chris is a seasoned account administrator, joining Pension Inc in 2005. Chris focuses on strengthening our relationships with our Solo(k) Program, as well as serving as plan consultant for qualified retirement plans.

MinaSmits

Mina Smits

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My PI in Six Words:  Dedicated Support, Helping Successful Participant Outcomes

Rachel Beauchamp

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My PI in Six Words:  Helping “Sensify” Compliance Requirements for All

Mina is dedicated to providing accurate results to ensure client satisfaction. In her Plan Operations Associate role, Mina is responsible for daily processing, interacting with plan sponsors and participants and providing specialized support for Pension Inc. team members.  Her experience in data management and customer service helps deliver efficient plan administration.

Since 2004, Rachel has worked in the financial services industry in plan operations, operations training, and client care; always focusing on improving the overall effectiveness and efficiency of plan processes.  Rachel’s role today is centered on servicing our record keeping platform partners while contributing innovative ideas to support the Pension Inc Team.

JacquelineKrull

Jackie Krull

Account Executive (July 1991 – Present)
President (September 2010 – April 2019)
Vice President (May 1999 – September 2010)
Shareholder (May 1999 – April 2019)

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My PI in Six Words:  Helping Employees Create Retirement Income Security

Jackie’s experience and expertise within the retirement plan industry began in 1991. Her passion for the industry shows as she remains dedicated to helping employees create retirement income security. Currently Jackie serves as a client Account Executive and as a member of the plan operations team. She is a graduate of the University of Wisconsin – Green Bay. Jackie is a member and officer of several professional organizations including the Fox River Area Pension Professional Society and the Bellevue Business & Professional Association. She impacts community development through her participation with the Bellevue Citizens Advisory Committee and volunteer hours with the Friends of Bellevue Parks group.