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...
by David Gensler | May 9, 2023 | article, retirement plans
Shannon was referred to me by a client. “I’m starting up a new business venture and Kim told me you could help set up the retirement plan.” “Hi Shannon,” I said. “You’re going to like the good news I have for you. Thanks to a new set of changes in the rules called...
by David Gensler | May 2, 2023 | article, retirement plans
One of the best parts of my job involves knowing the answers to our clients’ questions. We all love to help others and that’s part of what motivates me to stay on top of any changes to the rules that effect retirement planning. Juan called me with an administrative...
by David Gensler | Jul 13, 2020 | infographics, retirement plans
With over 4 decades worth of retirement servicing experience, we have seen it all. Everything from unsigned plan documents to theft of an employee’s 401(k) plan. However, there are 3 common mistakes that are most consequential to your retirement plan. ...
by David Gensler | Mar 25, 2020 | newsletters, retirement plans
David I Gensler, MSPA, MAAA, ASEA I thought that the most important thing that I could do with this month’s newsletter is to provide you with an update of any retirement related legislation as it moves through Congress. Though negotiations are not over, on March 22nd...
by David Gensler | Dec 30, 2019 | IRAs, newsletters, retirement plans
Amidst all the strum and drang going on in Washington, little noticed by anyone other than pension geeks (like me), Congress passed the most sweeping retirement plan legislation in 13 years. It was signed into law by the President on December 20th. The SECURE act is...
