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SECURE 2.0 Webinar

by David Gensler | Aug 25, 2023 | retirement, retirement planning, retirement plans, Webinar

SECURE 2.0 WEBINAR – What do you need to know? We are pleased to present a webinar presented by David I Gensler and Frank Grande discussing SECURE 2.0. The hour long webinar discuss the key provisions of SECURE 2.0 and its impact to retirement plans. We delve into the...

THE FACE OF RETIREMENT IS CHANGING – AND EMPLOYERS & ADVISORS NEED TO CHANGE WITH IT

by David Gensler | Feb 20, 2020 | Generation X, newsletters, retirement, retirement planning

David I Gensler, MSPA, MAAA, ASEA We’ve seen these images and advertisements so many times that we don’t pay much attention to them anymore. They are on the booklets that the recordkeeping providers give out at enrollment meetings. They flash across the TV screen as...

IT’S NOT EASY TO STEAL MONEY FROM A RETIREMENT PLAN – BUT IT DOES HAPPEN

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...

MILLENNIALS ARE NOT SAVING FOR RETIREMENT BECAUSE… THE SKY IS FALLING?

by David Gensler | Jul 16, 2019 | millennials, newsletters, retirement, retirement planning

David I Gensler, MSPA, MAAA, ACOPA, EA   Well OK. Chicken Little notwithstanding, the sky is not actually falling. But for millennials, it might as well be. The barrage of depressing news coupled with the fact that the impact of climate change seems to be...

HOW TO STOP WASTING MONEY & SAVE MORE (OR START SAVING) FOR RETIREMENT

by David Gensler | Jun 20, 2019 | newsletters, retirement, retirement planning, retirement savings

David I Gensler, MSPA, MAAA, ACOPA, EA   Everyone would save more for retirement if they only had more disposable income. The Wall Street Journal recently sat down with a group of financial experts, one of whom is a Nobel prize-winning economist. Want to hear...

Baby Boomers in Student Debt?

by David Gensler | Feb 6, 2019 | debt, newsletters, retirement, retirement planning, student loans

[vc_row][vc_column][stm_post_details][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]ONE GENERATION OF AMERICANS OWES $86B IN STUDENT DEBT. ITS MEMBERS ARE ALL 60 YEARS OLD OR MORE Seniors with student debt? Surely that is some sort of a mistake. No, it’s not....
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