Our Firm

iStock_000015663712_MediumWould you have your family doctor perform your knee surgery?

Many would consider this to be absurd but would not hesitate to allow their retirement plans to be handled by a general practitioner rather than a specialist. We are not wealth managers who happen to have some retirement plans but have built our practice on specializing in the Retirement Plan Industry for 33 years.

Spay & Associates believes that retirement plan success is more than just doing investment reviews and employee meetings. Our Partnership Process provides a documented process that reduces liability for plan fiduciaries, services the plan according to ERISA and the Department of Labor’s guidelines and prepares employees for a successful retirement through the Paychecks for Life system.