by David Gensler | Nov 11, 2026 | article, Uncategorized
The cost—in time, money, and resources—may be more than you think. Nicole, the HR director of a growing company, called me after receiving the bill for her annual 401(k) audit. “David, our plan is becoming expensive—and that doesn’t include the hours my staff spends...
by David Gensler | Jul 7, 2026 | Uncategorized
It was just after 9 a.m. when the call came in from Allison, a sharp, capable … and flustered CFO I had worked with for years. “David,” she said, “I am so embarrassed. One of our employees just stormed into my office with her printed-out pay stubs. Her 401(k)...
by David Gensler | Jun 9, 2026 | Uncategorized
Monday morning began with a call from Ella, the HR director at a mid-sized manufacturing firm. “David, we’re about to finalize a merger with a smaller company; we’ve been in talks with them for months. The CEO asked me to pull together a checklist of post-integration...
by David Gensler | Nov 10, 2025 | Uncategorized
TO: All Clients and Professional Friends FROM: CRS Retirement Plan Consultant Team DATE: October 2025 SUBJECT: Important Reminders for Plan Sponsors & Plan Participants Beneficiary Forms Life changes and at times the last thing that is focused on is changing your...
by David Gensler | May 7, 2020 | newsletters, Uncategorized
We know that the CARES Act doubled retirement plan loan limits for qualified individuals eligible for a Corona-Virus Related Distribution (CRD) to be the lesser of $100,000 or 100 percent of the participant’s vested account balance. To qualify, the loan must be...
