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.


How 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...

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