by David Gensler | Oct 13, 2026 | article
Karen, the HR director of a growing company, called me one afternoon. “It started with an employee loan request. Then someone asked if the employee was eligible. Payroll found a missed deferral change. Our CFO wanted to know who was responsible.” “What did you tell...
by David Gensler | Sep 8, 2026 | article
Melissa had just started managing HR for a growing company, and she’d inherited the 401(k) plan oversight role. We were chatting about common pitfalls when she leaned in. “David, I’ve been reviewing our plan document, and though I’d probably get fired if I told my...
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)...
