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...
by David Gensler | Jun 28, 2022 | article
Bea took a seat next to her friend Maria at the monthly SHRM chapter meeting. “Maria how are you? I was hoping I’d run into you. I have an HR question for you.” Maria smiled. “Always good to see you. How can I help?” Bea took a breath. “I’ve got the insurance stuff...
by David Gensler | Jun 22, 2022 | article
Two lawyers were talking at a chamber of commerce breakfast. Both owned successful, growing practices. “Ah, but that success comes with a price,” said Bill. “I’m happy that my firm is doing well but it’s my firm. I want to set up a retirement plan that doesn’t involve...
by David Gensler | May 26, 2022 | article
Sally sounded frantic on the phone. “You helped my friend Karen at the c0m0any she works for and I’m hoping you have a solution for me. Competition for talented employees is fierce. Business is up and I am using every resource at my disposal to fill the positions we...
