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
Index Funds – Looking Beyond Fees
29% of Americans 55 and older don’t have any retirement savings! Don’t let your participants miss out on retirement! #participantcorner #RPAGAdvice #financialwellness
Student Loan Contribution Programs: The New Way to Recruit and Retain Millennials in Today’s Workplace
The flow to passive management is one of the biggest talking points of the decade! Are you looking beyond fees in 2019? #plandesign #indexfunds #marketreview
Why We Use Russell Instead of S&P
Millennials who were offered a student loan contribution program in their benefits package stayed at companies five years longer than those who were not! Find out more about student loan contribution programs! #Millennialsintheworkplace #studentloans #plandesign
Newsletters
January 2020 – Retirement Times
December 2019 – Retirement Times
November 2019 – Retirement Times
October 2019 – Retirement Times
September 2019 – Retirement Times
August 2019 – Retirement Times
July 2019 – Retirement Times
June 2019 – Retirement Times
May 2019 – Retirement Times
April 2019 – Retirement Times
March 2019 – Retirement Times
February 2019 – Retirement Times
Memos
January 2020 – The Importance of Keeping Beneficiary Information
December 2019 – Four Tips for Increasing Your Retirement Dollars
November 2019 – Three Tax Tips that Can Help as You Approach or Begin Retirement
October 2019 – Retirement Readiness
September 2019 – Borrowing Against Your Retirement
August 2019 – What’s an HSA
July 2019 – Summer Homework Assignments
June 2019 – Millennials Start Saving Now
May 2019 – 10 Reasons to Roll Into Your Employer’s Plan
April 2019 – Tax Savers Credit Reminder
March 2019 – Visualize Retirement Preretiree Workbook
February 2019 – Solving Student Loan Debt