Spay & Associates Information

We are not wealth managers dabbling in retirement plans. We are retirement plan specialists, specializing in Retirement Plans for more than 27 years. Driving our business is our belief that your retirement plan success is more than just doing investment reviews and employee meetings. As members of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors representing 60,000 retirement plans, 4 million-plus participants engaged with $500 billion in collective Assets Under Influence we’re prepared to handle the most complex retirement plan situation. Our alliance with RPAG allows us to provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.