by David Gensler | May 23, 2023 | 401(k) plans, article
Kareem called me from the HR department of a client company. “Hi David. What happens when a new employee doesn’t formally opt in or out of the retirement plan? I’m not sure what to do with them.” “Great question, Kareem, and a timely one. Starting this year, if you...
by David Gensler | Oct 10, 2019 | 401(k) plans, newsletters
This lawsuit has something for everyone: a respected and revered institution (MIT), one of the leading providers of services to the retirement plan industry (Fidelity) and a prominent law firm in the field of fiduciary litigation (the firm of Schlichter Bogard &...
by David Gensler | Sep 18, 2019 | 401(k), 401(k) plans, newsletters, retirement
David I Gensler, MSPA, MAAA, ACOPA, EA Two unrelated occurrences illustrate that while it is difficult to steal money from a retirement plan, it is certainly not impossible. TPA SCHEME FAILS From 2013 through 2017, some 300 workers at Ferguson Electric and...
by David Gensler | Jan 15, 2019 | 401(k), 401(k) plans, ESG investing, newsletters
Environmental, social and governance investing – better known as ESG to those in the know (by the way, I was one of those not in the know) is a hotly debated topic in the 401(k) world. Research from Cerulli Associates, which specializes in worldwide asset management...
by David Gensler | Nov 13, 2018 | 401(k) plans, employee benefits, newsletters, student loans
[vc_row][vc_column][stm_post_details][/vc_column][/vc_row][vc_row][vc_column][vc_custom_heading text=”401(k) Plans, Student Loans & Saving For Retirement” font_container=”tag:h4|text_align:left”...
