Simple/SEP and Safe Harbor Timing Considerations

Pension Inc. provides complimentary contribution projections and analysis to determine if the timing is right to establish a plan or to convert from a Simple/SEP to a 401(k) October 1 is the deadline for establishing safe harbor plans effective in 2016 November 1 is a good target for final decisions on new 401(k) plans to [...]

2018-05-21T08:56:51-05:00August 26th, 2016|

Money Market Reform 2016

What is Money Market Reform? In 2014, the Securities and Exchange Commission (SEC) approved new rules under the Investment Company Act of 1940, amending the operation of money market mutual funds.  These rules take effect October 14, 2016 and will impact 401(k) and qualified retirement plans.  Pension Inc. is taking direction from plan sponsors and [...]

2018-05-21T08:56:51-05:00August 19th, 2016|

Who We Are

Our team of results-oriented solution makers will manage all legal and compliance functions of an employer’s retirement plan. Our commitment to trusted solutions means that plan sponsors can focus on growing their business while we help maintain an efficient retirement plan that moves employees toward the ultimate goal – a comfortable retirement.

Contact Us

Pension Inc.
1980 Commercial Way
Green Bay, WI 54311

Phone: (920) 432-7020
Fax: (920) 432-7101
E-mail: Gen@PensionInc.net

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