Video Library
Advisor Profiles with Matt Spay
We take an active approach toward preparing plan participants for Retirement with the Paychecks for Life™ system. This system utilizes nine core principles for building a Paycheck Manufacturing Company out of your employer’s 401(k). Click here to learn more.
Blog
Hey Joel! – Can I avoid an audit by splitting my employees into two plans?
Posted on October 31, 2018 by retirementtimesnewsletter Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Can I avoid an audit by splitting my employees into two plans?...
read moreHow and When to Pay Plan Expenses With Plan Assets
Posted on October 31, 2018 by retirementtimesnewsletter Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can be paid out of plan assets? Generally, services required...
read moreDon’t Let Your Retirement Plan Turn from Benefit to Liability
Posted on October 31, 2018 by retirementtimesnewsletter A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion can turn retirement plans from an attractive benefit into a...
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Memos
February 2019 – Solving Student Loan Debt
January 2019 – Participant Memo
December 2018 – Holiday Budgeting
November 2018 – Tips to Follow During a Turbulent Market
October 2018 – Don’t Skip the Match Memo
September 2018 – Back to School
August 2018 – Retirement Plan Check-up
July 2018 – Good Health is the Best Wealth
June 2018 – Save Early Reach Your Goal
May 2018 – Rebalancing Your Portfolio
April 2018 – Tax Savers Credit Reminder
March 2018 – Cryptocurrency 101