401(k) PLANS

Retirement Solutions Green Bay WI Financial Consultation

Pension Inc. provides recordkeeping and administrative services to defined contribution 401(k), profit sharing, and safe harbor plans. We can help you start a new retirement plan, update your plan to the latest options, or provide corrective services to a plan that may have fallen out of compliance. Pension Inc. excels by providing exceptional service in the areas of compliance, consulting, and communication.

401(k) PLANS

START YOUR 401(k) PLAN

We have several options to choose from:

Pension Inc. Third-Party Administration and recordkeeping services (Daily Valuation)

Includes:

  • Preparing your plan document and Summary Plan Description (SPD) and ongoing plan document maintenance with changing regulations
  • Completing annual nondiscrimination testing (as applicable)
  • Preparing a signature-ready Form 5500 and Summary Annual Report (SAR)
  • Calculating year-end contribution allocations
  • Preparing necessary participant notices
  • Processing plan trades through American Trust Custody, including contributions, distributions, and fund transfers.
  • Preparing quarterly benefit statements
  • Loan origination and maintenance
  • Providing 24/7 online account access to plan sponsors and participants
  • Dedicated Account Executive assigned to your plan
  • US-based customer service team
  • Open architecture investments

Pension Inc. Third-Party Administration with Vendor Partner (Vendor Platform)

Includes:

  • Preparing your plan document and Summary Plan Description (SPD) and ongoing plan document maintenance with changing regulations
  • Completing annual nondiscrimination testing (as applicable)
  • Preparing a signature-ready Form 5500 and Summary Annual Report (SAR)
  • Calculating year-end contribution allocations
  • Dedicated Account Executive assigned to your plan

Our Business Partners

Please contact Pension Inc. for additional information on Third-Party Administration and recordkeeping services for Self-Directed Brokerage accounts and Balance Forward plans.

OFFICE HOURS

Monday
8:00am - 4:00pm

Tuesday
8:00am - 4:00pm

Wednesday
8:00am - 4:00pm

Thursday
8:00am - 4:00pm

Friday
8:00am - 2:00pm

Saturday & Sunday
Closed

Pension Inc.

1980 Commercial Way
Green Bay, WI 54311

P: (920) 432-7020
F: (920) 432-7101