Plan Sponsor Services

Traditionally Innovative Retirement Plan Consulting.

We can provide Fiduciary Coordination, Vendor Coordination, Communication Coordination, and Fee & Expense Coordination (including independent Fee Analysis Benchmark Reports). This allows employers and advisors to develop a plan on how to adopt best practices in an effort to increase plan performance and effectiveness. PSS also provides Employee Education services.

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Spectrum PSS services provides consultations for Investment Management, TPA, Recordkeeping, and Third party custody and trust.

Plan Coordination & Fee Analysis Benchmarking

Plan Coordination and Fee Analysis Benchmarking, offered by Spectrum's Plan Sponsor Services (PSS), help employers manage and evaluate their company 401(k) plan. Periodic benchmarking is used to analyze fees, plan design, and participant success measures with comparisons to those in a benchmark group of similar type plans. Below are the four components of PSS Plan Management Services:


Advisor Partnership Program

Advisors face challenges in managing client accounts. Plan asset leakage, minimum purchase requirements, and fragmented technology make it difficult to service the average IRA. GROUPIRA® changes that.

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