by Matthew Spay | Feb 2, 2016 | Blog
Ok, it’s not as much a resolution as it is a vision intertwined with a wish. The reason it isn’t a resolution is because my vision/wish is not something I can directly control. With that being said, here is a quick list I wish EVERY fiduciary and plan...
by Matthew Spay | Feb 1, 2016 | Blog
“IT WONT HAPPEN TO ME” For those of you that know me, you likely also know how strongly I believe that there is a need for Retirement Plan Specialists. Having to fulfill the fiduciary responsibilities of a retirement plan is quite complex and time...
by Matthew Spay | Feb 1, 2016 | Blog
I have been in the retirement plan business for 23 years and doing employee meetings is still my favorite part of the job. I have the chance to have an impact on people’s financial future and it is something I take seriously. This morning I finished an...
by Matthew Spay | Aug 7, 2015 | Blog
More Important Than Most Fiduciaries Seem To Know I really believe our Industry (anyone who has a securities license) has done the retirement plan industry a disservice. I make that blanket comment because after 21 years in the business I am still amazed how many plan...
