563.326.0960 info@spayassociates.com
Spay and Associates
  • Our Firm
    • Our Firm
    • Our History
  • Retirement Plan Partner Process
    • Retirement Plan Partner Process
    • Fiduciary Fitness Program
    • Provider Analysis
  • Participant Services
  • Resources
  • Contact
Select Page

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...
« Older Entries
Next Entries »

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.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of CA, FL, IA, IL, IN, MO,  NM, OH, and TX,  No offers may be made or accepted from any resident outside the specific states referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

 

  • Our Firm
  • Retirement Plan Partner Process
  • Participant Services
  • Resources
  • Contact
Copyright © 2025
Spay and Associates