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 are quite different than those that apply to other areas of employment and benefits. Jackie shared the importance of understanding how these rules work within retirement plan administration.

In October, Chris Dewsnap and Sue Van Gheem traveled to Madison to present at the Wisconsin State Bar continuing education workshop:  A Guide to Employment Terms and Compensation of Key Personnel in Family Businesses.  Their presentation entitled “Retirement Plans:  Creating Wealth Beyond Business Ownership” reviewed how many business owners and key employees look to salaries and eventual business sale as their financial plan for retirement.  Using creative examples, they showed that with the appropriate company retirement plan design, additional wealth can be generated beyond the business liquidation.

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