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The Spectrum Businesses

Business Solutions | Retirement Plans

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Employee Benefits

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Business Solutions

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Retirement Plan Services

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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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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

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How would you like to

Check out our B2B products, services, and solutions.

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.

Business Intelligence

We help you unlock your business data to identify new opportunities, increase sales, monitor outcomes, and make more informed decisions.

Cloud Technology

We enable small and mid-size businesses to access and implement affordably Office 365, Dynamics 365, and other cloud technology solutions.

Cybersecurity Awareness Training

We help small and mid-size businesses protect themselves from cyber threads by implementing the KnowBe4 Cybersecurity Awareness Program.

ERISA Wrap SPD and Plan Document

Our afordable web-based technology system makes it easy for employers or their benefits brokers to prepare a health/welfare benefits Wrap SPD and Plan Document.

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 other business solutions. Our engagements are staffed by consultants with expertise in specific disciplines to ensure client objectives are precisely satisfied.

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