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SpectrumPlan

The most customizable workplace retirement plan

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Retirement Dashboard

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Income Projections

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Integrated Payroll

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turn(K)

The best low cost retirement plan

for corporations with up to 100 employees.

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Spectrum FinWell™

a comprehensive workplace financial wellness program

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Financial Assessments

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Financial Learning Center

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CFP® Financial Helpline

Grow your business, enhance your workplace, and improve your organization's outcomes with our multi-disciplinary B2B consultative solutions.

Our Services

401(k)/DC Plan Recordkeeping

Our industry leading retirement plan management system enables turnkey or customized daily valuation 401(k) Plans for workplaces of all sizes.

Benefit Plan Administration, TPA, or Outsourcing

Origination to plan termination compliance, offered under private-labeled or co-branded solutions, for ERISA and Non-ERISA plan arrangements, of defined contribution or defined benefit plan types.

Benefit Plan Analysis and Design

Designing benefit plans since 1978, our experienced process starts by defining an employer's objectives.

Workplace Financial Wellness

Financial stress costs employers thousands per worker annually. Our solutions alleviate the causes of stress, leading to greater employee productivity.

Who We Are

We deliver significant value to client organizations by delivering a range of products, services, and solutions focused on 401(k)/DC plan recordkeeping, benefit plan administration and outsourcing, and workplace financial wellness. Our engagements are staffed by professionally qualified consultants to ensure client objectives are precisely satisfied.

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