Pension Inc. News

The SECURE 2.0 Act of 2022 (SECURE 2.0) On December 29, 2022, the SECURE 2.0 Act of 2022 (SECURE 2.0) became law. The Act provides plan sponsors and participants new opportunities to increase savings to help more Americans achieve retirement security. Key Takeaways An enhanced tax credit for new plans A new optional student loan…

IRS Dollar Limits The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. Follow the link below to learn more about IRS Dollar Limits. Dollar Limitations for Retirement Plans (Read/View Current IRS Limits)

Pension Inc. Congratulates Sarah Green On 25 Years This month we celebrate Sarah’s 25th anniversary of service with Pension Inc. and extend our congratulations and appreciation for her many talents. Exceptional Service Throughout the years we have enjoyed her genuine commitment shown to clients, industry partners, and the Pension Inc. team. Sarah has significantly contributed to…

Myah Rolf Joins The Pension Inc. Operations Team Pension Inc. is excited to announce the hiring of Myah Rolf as a Retirement Plan Operations Specialist for our Operations Team. With a degree in Business Management, Myah’s broad business background supports all Pension Inc. functions. She learned quickly to manage multiple tasks and is always eager…

Mega Backdoor Roth Strategy 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…

Pension Inc. Welcomes Donna Cooke 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. Our Team 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…