Spectrum works closely with brokers, advisors, wholesalers and plan sponsors to offer customized solutions for each client. Spectrum provides plan design, plan administrative and open architecture multi-fund family recordkeeping solutions for qualified plans. These services can be offered as a bundled package or you can choose the compatible service that works with your plan.
For questions or inquiries, please contact:
1-866-641-1140, ext 101
Daily Valuation & Recordkeeping These aspects must be highly accurate and efficient to support a successful retirement plan. Spectrum will provide a reliable service supported by a dedication service team.
Plan Administration As needed we will assist with routine administration of your retirement plan. As regulations are changed, we will address the changes and amend documents or forms as needed.
Plan Design Determining the plan design is a crucial first step in preparing a plan document. We will assist employers (plan sponsors) in deciding on the most appropriate plan design for their qualified retirement plan.