You are in good hands with Pension Inc. We provide peace of mind with our technical capabilities to ensure the plan's operational needs will always be met. We want to partner with you to provide flexible plan solutions. You help share our story and we want to be there to support you on calls, in meetings and with continuing education.
Services
Sarah joined Pension Inc. in 1997 as a plan administrator. She enjoys fostering new and long-standing relationships with both plan sponsors and participants. In 2007, Sarah became a partner and acquired many corporate roles. In 2019, the Board of Directors promoted Sarah to President.
While her passion for designing and servicing client plans remains strong, her added responsibilities include leading Pension Inc. in the areas of corporate management and day-to-day business operations.Outside the office, Sarah enjoys volunteering at her children's school and any activities that take her family outdoors.
While her passion for designing and servicing client plans remains strong, her added responsibilities include leading Pension Inc. in the areas of corporate management and day-to-day business operations.Outside the office, Sarah enjoys volunteering at her children's school and any activities that take her family outdoors.
The Pension Inc. retirement plan service team is committed to our customer first approach to helping our clients meet their goals. We provide recordkeeping and administrative services to 401(k), cross-tested and age-based profit sharing, safe harbor opportunities, and cash balance plans.
We can help you start a new retirement plan, update your plan to the latest options, or provide corrective services to a plan that may have fallen out of compliance.Our commitment to service means that plans sponsors can focus on their business while we focus on ours - maintenance of a compliant and efficient retirement plan.
We can help you start a new retirement plan, update your plan to the latest options, or provide corrective services to a plan that may have fallen out of compliance.Our commitment to service means that plans sponsors can focus on their business while we focus on ours - maintenance of a compliant and efficient retirement plan.
Pension Inc. works with advisors and consultants to ensure plan sponsors are receiving the best service possible - accurate, timely, tailored and always compliant. Our extensive consulting experience and our high client retention rate mean we can help you build your business and maintain long-term relationships.
Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash equivalent, fixed income and equities that corresponds to your risk tolerance and investment experience.
Did you know? The greatest number of errors commonly discovered during a retirement plan audit relate to the use of an improper definition of plan compensation. Although "compensation" seems easy enough to define, when dealing with a retirement plan there can be many different types of compensation that need to be addressed.
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Lisa Boyce
Jan 27, 2022
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