Spay & Associates Email Format
Financial ServicesIowa, United States2-10 Employees
Spay & Associates is a financial services firm focused on retirement plan specialization. With more than 27 years dedicated to retirement plans, the firm emphasizes comprehensive plan solutions beyond routine investment reviews and employee meetings, offering services across Investment Analysis, Fee Benchmarking, Plan Design, education for sponsors and participants, fiduciary education, financial wellness programs, and ERISA compliance. Based in Davenport, Iowa, the company serves plan sponsors and participants, addressing complex retirement plan needs within the defined contribution space through its alliance with the Retirement Plan Advisory Group, which broadens its capability to handle large and intricate cases. The organization positions itself within the financial services industry as a specialist provider of retirement plan services, supported by a network of advisers and a focus on education and compliance to support plan success.