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
Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement
What’s the deal with the growing trend toward financial wellness programs included with employee benefits? Learn more and beat those rising healthcare costs. #financialwellness #plandesign #healthcare
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
Memos
January 2021 – Retirement Plan Facts
February 2021 Don’t Skip the Match Memo
March 2021 Tax Savers Credit Reminder
April 2021 Three Tax Tips that Can Help as You Approach or Begin Retirement
May 2021 What’s an HSA and is it Right for You_
June 2021 Online Security Tips from The Department of Labor
July 2021 Are You Sabotaging Your Retirement
August 2021 Save Early Aim for Your Goal
September 2021 Back-to-school for Retirement Plans