by David Gensler | Sep 10, 2021 | newsletters
People get divorced and people die. Those are just facts of life. And after a divorce is finalized, folks need to put their new lives in order. Changes are made to the beneficiaries on their life insurance policies and wills get changed. New, separate bank...
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...
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...
by David Gensler | Aug 19, 2019 | debt, newsletters, retirement planning
David I Gensler, MSPA, MAAA, ACOPA, EA Consumer-debt that is years or even decades old is known as “zombie” debt in the debt buying industry and represents a growing cause of concern for consumers. Just like real life zombies (that is probably an oxymoron)...
