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DEMYSTIFYING HOW THE CARES ACT AND IRS HAVE CHANGED 2020 REQUIRED MINIMUM DISTRIBUTIONS (RMDs)

by David Gensler | Aug 11, 2020 | newsletters

Congress often gets chided (and justifiably so) for moving at the speed of a glacier, but there are times when they do act with deliberate speed. The CARES Act was one of those times. They acted quickly to pass legislation that increased the size of loans that...

DERAILED RETIREMENT STORIES – BAD PLANNING, BAD LUCK OR BOTH?

by David Gensler | Aug 10, 2020 | newsletters

Every day, 10,000 Americans turn 65. Life spans are lengthening and the contingent medical bills that inevitably accompany old age rise as well. Half of American families in the 56 – 61 age bracket had less than $21,000 in retirement savings (based on a study by the...

THE FACE OF RETIREMENT IS CHANGING – AND EMPLOYERS & ADVISORS NEED TO CHANGE WITH IT

by David Gensler | Feb 20, 2020 | Generation X, newsletters, retirement, retirement planning

David I Gensler, MSPA, MAAA, ASEA We’ve seen these images and advertisements so many times that we don’t pay much attention to them anymore. They are on the booklets that the recordkeeping providers give out at enrollment meetings. They flash across the TV screen as...

Recent Posts

  • Tough Times? Now You Can Tap Your Retirement Savings!
  • Did You Know? Student Loan Repayments Can Count as Deferrals for Matching Purposes
  • SECURE 2.0: Changes to the RMD Rule
  • Gotten Too Big? Recover Your Small Plan Advantages
  • The Challenges of Finding Lost Participants

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