Daily Valuation & Recordkeeping
Spectrum Employee Benefits uses the Actuarial Systems Corporation (ASC) recordkeeping and compliance software systems along with Matrix trading platforms to provide employers (plan sponsors) with daily valuation services for employer sponsored retirement plans. This system allows us to offer diversified investment choices among a multitude of fund families.
Recordkeeping Services Include:
- Customizable Plan Sponsor Web Site
- Customizable Plan Participant Web Site
- 24/7 account access via In
- Daily Transaction Capability
- Loan and Distribution Processing
- Payroll funding through ACH
- Detailed online reporting
- Quarterly Statements available in print or online
- Fund performance summary provided by Matrix Communications
Related Documentation
Mutual Fund Families(PDF)
Spectrum offers a customized user login area for our clients. To view our online demo, click here »