About Sue Van Gheem

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So far Sue Van Gheem has created 20 blog entries.

What is This “Mega Backdoor Roth” I Keep Reading About?

Frequently, mainstream media will present retirement plan topics offering exciting plan design alternatives that suggest additional contribution limits, creative investment options or other flashy ideas for plan sponsors to consider.  In almost all cases, the scope of application of these “hot topics” is very limited. One such example includes the option for plans to offer [...]

2021-08-23T09:50:21-05:00August 5th, 2021|

Pension Inc. Welcomes Donna Cooke to the TPA Team

With her dedicated focus on high touch plan consulting, Donna Cooke has joined Pension Inc. to support the continued growth of our retirement plan services.  She brings extensive industry experience in all areas of retirement plan administration.  Donna has immediately impressed clients, accountants and advisors with her exceptional attention to detail and customer care. When [...]

2021-08-23T10:10:41-05:00March 1st, 2021|

Josh Langfeldt Joins Pension Inc. Team

Pension Inc. is excited to announce the recent hiring of Josh Langfeldt as a Retirement Plan Administrator. Josh is a proud, first generation college graduate of St. Norbert in De Pere. With his business degree and human resource emphasis Josh brings experience from the transportation, construction, and education industries. He has impressed the Pension Inc. [...]

2020-09-21T15:16:48-05:00September 21st, 2020|

401(k) Day Campaign – Keeping Beneficiaries Current

In 1996 the Profit Sharing/401(k) Council of America (PSCA) introduced 401(k) Day to be acknowledged the Friday after Labor Day. This year the 401(k) Day campaign brings awareness to the importance of making sure participant beneficiary designations are up to date. Upon enrollment in a Pension Inc. retirement plan, a participant should designate their primary [...]

2020-09-21T17:07:32-05:00September 9th, 2020|

Supporting Clients and Partners During COVID-19

From all of us at Pension Inc., we hope you are well as we navigate the COVID-19 uncertainty together.  Pension Inc. is continuing business operations (albeit remotely with staggered on-site scheduling) but will not be open for visitors at our office location.  Whether contacting us by phone or email, our Pension Inc. team continues to [...]

2020-03-29T17:54:25-05:00March 29th, 2020|

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 [...]

2019-01-07T17:10:08-06:00January 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|