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Your Retirement Plan’s Beneficiary Form – The Most Important Form You Never Thought About

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...

WHILE WE WERE SLEEPING — CONGRESS PASSES THE SETTING EACH COMMUNITY UP for RETIREMENT ENHANCEMENT (SECURE) ACT

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...

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...

THE THREAT OF ZOMBIES IS REAL!

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)...

Recent Posts

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  • Huge Enhancements to Small Pension Plan Start-up Costs

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