by David Gensler | Nov 8, 2022 | article
Retirement Plan Professionals stay abreast of and advise you about new tax laws. Here’s one that went into effect on June 30, 2022. According to the new law, all defined contribution plans (like 401k and profit-sharing plans), must now disclose an estimate of the...
by David Gensler | Nov 1, 2022 | article
Jeanne, the HR director for a law firm complained that the company was having a tough time passing their non-discrimination testing. Each year, they offered the same embarrassing excuse to their employees: “We failed our non-discrimination test again this year and we...
by David Gensler | Oct 25, 2022 | article
Set it and Forget it? Forget it! One of our clients, Terry, told us about a conversation she’d had at a SHRM chapter meeting. “Our Retirement Plan is driving me crazy,” Ryan complained. “So many deadlines and forms to file—and now the executives are complaining that...
by David Gensler | Jul 12, 2022 | article
We all love referrals. One of our clients told a friend about Concierge Retirement Services and we set up a phone meeting. “Hi, David. Marsha said I should call you but I don’t think you’ll be able to help. I run HR for a medium-sized business and we need to work on...
by David Gensler | Jul 5, 2022 | article
A client came to see me about his retirement plan. Bill had done well and was ready to enjoy some of the benefits he’d been saving for all his life. Bill had divorced his first wife a decade earlier, and moved on to a new partner. “Bill, there’s something a lot of...
