News2022-06-01T13:15:52-05:00

RECENT NEWS

We’ll earn your trust. Every day.

6/12022

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. Throughout the years we have enjoyed her genuine commitment shown to clients, industry partners and the Pension Inc. team. Sarah has significantly contributed to our success, particularly in [...]

3/22022

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. 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 to learn more. Myah’s bright personality shines [...]

11/52021

IRS Dollar Limits – 2022

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

8/52021

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 [...]

3/12021

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 [...]

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 [...]