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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)


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 [...]


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 [...]


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 [...]


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 [...]


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 [...]