Retirement Plan Recordkeeping


Spectrum Employee Benefits teams with industry leaders to provide a recordkeeping platform offering daily valuation with open architecture.

Participant Access    View a snap shot of where you are now, along with assessing your retirement health. Plan accordingly by making changes to your investment allocations and contribution elections.

Plan Sponsor Access    View a snap shot of where the plan is today, along with the investment health through the fund performance.  Access a wide array of reports to help with the plan administraiton.

Financial Advisor Access    Access all your plans and plan participants under one login.  Create reports to assist with plan and participant reviews.  

 

 

Request Proposal