Retirement Plan Services

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.  Our services can be a bundled package, or you can choose the compatible service that works for you. 

Plan Design  Determining the plan design is a crucial first step in preparing a plan document.  We will assist employers (Plan Sponsors) in deciding the most appropriate plan design for their qualified retirement plan. 

Retirement Plan Recordkeeping  These aspects must be highly accurate and efficient to support a successful retirement plan.  Spectrum will provide a reliable service supported by our dedication service team.

Plan Administration  Spectrum will assist with routine administration of your retirement plan, address regulation changes, and amend documents and forms when applicable.