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Records and Their Expiration Dates

by Matthew Spay | Dec 12, 2019 | Blog

Attention retirement plan sponsors! Ever wonder how long you need to keep retirement plan documents?

Six Easy Steps to Keep Your Plan Assets Safe

by Matthew Spay | Dec 10, 2019 | Blog

Tips to share with retirement plan participants on keeping their plan assets safe

Members of Congress Call Out the Dept. of Labor on its Enforcement Activities Regarding ESOPs

by Matthew Spay | Dec 5, 2019 | Blog

Is the DOL engaging in enforcement activities against ESOPs without providing meaningful guidance?

Changing Rules for Hardship Withdrawals

by Matthew Spay | Dec 3, 2019 | Blog

The requirements for taking a hardship withdrawal from retirement plans is changing

IRS Guidance Indicates Employer Contributions to Retirement Plans may be Linked to Student Loan Payments

by Matthew Spay | Nov 28, 2019 | Blog

In August, the Internal Revenue Service issued a private letter ruling (PLR) clarifying that employer contributions to retirement plans may be tied to student loan payments. Since the great recession of 2008-09, student loan debt in the U.S. has mushroomed. It is...
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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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