Spectrum's Client Portal Plan Implementations Module makes transferring a workplace retirement plan to Spectrum's Recordkeeping Platform efficient and secure.
Access to the Plan Implementations Module is provided by Spectrum's Plan Implementation Staff. This generally occurs after Spectrum begins a new retirement plan engagement.
Each Plan Implementations Project follows a multi-step wizard. Spectrum's Plan Implementation Staff pre-populates data for each Plan Implementation Project with known information.
Employer information enables Users to securely review, modify, or enter new information about the employer organization.
Plan information enables Users to securely review, modify, or enter new information about the employer-sponsored retirement plan.
Investment choices enables Users to securely review, modify, or enter new information about the investments offered within an employer-sponsored retirement plan. This applies only to retirement plans offering participant investment direction.
Plan fees enables Users to securely review, modify, or enter new information about the allocation of plan related fees within an employer-sponsored retirement plan.
