by David Gensler | Aug 11, 2026 | article
Marissa served as the HR director of a longtime client. “David, I received an amendment package for our retirement plan from our TPA firm. It references SECURE 1.0, the CARES Act, SECURE 2.0, and enough numbered sections to make me question my career choice.” I...
by David Gensler | Jul 28, 2026 | article
Michael called me after meeting with his accountant. “David, I just got a preview of my 2025 tax bill. Let’s just say it wasn’t a particularly enjoyable meeting. He told me we should have considered setting up a retirement plan before the end of last year. Our tax...
by David Gensler | Jul 7, 2026 | Uncategorized
It was just after 9 a.m. when the call came in from Allison, a sharp, capable … and flustered CFO I had worked with for years. “David,” she said, “I am so embarrassed. One of our employees just stormed into my office with her printed-out pay stubs. Her 401(k)...
by David Gensler | Jun 9, 2026 | Uncategorized
Monday morning began with a call from Ella, the HR director at a mid-sized manufacturing firm. “David, we’re about to finalize a merger with a smaller company; we’ve been in talks with them for months. The CEO asked me to pull together a checklist of post-integration...
by David Gensler | May 12, 2026 | article
I was sitting with Sara, the controller at a 20-person marketing agency, when she asked the question I wish more people would: “David, if we start a 401(k) plan, what’s the real cost to us?” “Glad you asked,” I replied. “Because right now, with its little-known tax...
