by David Gensler | May 16, 2023 | 401(k), article
“David, I read your blog post about state-mandated IRA programs, and how it makes sense to set-up your own retirement plan and not use the government’s.” “Thanks Jeff. I’m always happy to hear from someone who’s doing their homework and trying to stay on top of what’s...
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...
