by David Gensler | Dec 10, 2024 | article
Margaret, the president of her company came into my office one late November morning feeling great! “We had another good year and I was going to write holiday bonus checks for everyone. This year we’ll be giving out bonuses equal to 7% of our employees’ annual pay....
by David Gensler | Nov 26, 2024 | article
Geoff came into my office looking concerned. “David, I heard something about mandatory automatic enrollment for retirement plans starting in 2025. Is that true?” “Hi, Geoff. And yes, you’re right. Starting in 2025, most new 401(k) or 403(b) plans will be required to...
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...
