News2018-05-21T08:56:50-05:00

RECENT NEWS

We’ll earn your trust. Every day.

11/52020

IRS Dollar Limits – 2021

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

9/212020

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 [...]

9/92020

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 [...]

3/292020

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 [...]

7/32019

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 [...]

5/212019

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/