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
Records and Their Expiration Dates
Attention retirement plan sponsors! Ever wonder how long you need to keep retirement plan documents?
Six Easy Steps to Keep Your Plan Assets Safe
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
Is the DOL engaging in enforcement activities against ESOPs without providing meaningful guidance?
Newsletters
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
January 2019 – Retirement Times
Memos
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
January 2019 – Participant Memo