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Anthem Settlement Awards Participants More than $23M

by Matthew Spay | Jan 16, 2020 | Blog

Are your plan participants thinking about borrowing money from their retirement plan? Let them know what a costly error this is! #financialwellness #retirementadvice #RPAGAdvice

Hey Joel! – Answers from a recovering former practicing ERISA attorney

by Matthew Spay | Jan 14, 2020 | Blog

Answers from an ERISA Attorney! Can I use the same company for recordkeeping, 3(38) and administrative services?

Participant Corner: What’s an HSA and is it Right for You?

by Matthew Spay | Jan 9, 2020 | Blog

The recent Anthem settlement was huge for participants! Find out more to keep your participants up to date #newsflash #participantfocus

Four Reasons to Integrate Health Savings into your Retirement Plan

by Matthew Spay | Jan 7, 2020 | Blog

Thinking about integrating a health savings account into your retirement plan? Here’s four great reasons to do it #plandesign #healthsavings

Hey Joel! One of my current employees recently received a notice from Social Security saying they might be entitled to a retirement benefit. Is it my responsibility to track this money down?

by Matthew Spay | Jan 2, 2020 | Blog

Social Security notices and employers – What is the employer’s responsibility? #socialsecurity #employers #retirementbenefits

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Spay & Associates | 5465 Utica Ridge Road | Davenport, Iowa 52807 | Phone: 563-326-0960 | Fax: 563-823-0535

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spay & Associates are not affiliated.

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