RECENT NEWS
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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 [...]
IRS Dollar Limits
The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. (Read/View Current IRS Limits)
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 [...]
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/
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 [...]
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 [...]