Spectrum Platform™ - the Most Flexible Recordkeeping Technology + Service Solution Available to Employers.

As an independent national recordkeeping technology provider, we partner with Plan Advisors/Brokers and Third Party Administrators (TPAs) who offer local personalized support to plan sponsors and participants. Spectrum Platform™ enables plan sponsors and participants to benefit from our leading technology solution, and also to engage their local professionals to address unique needs. Spectrum Platform™ can integrate with payroll, plan compliance, and financial management system making the plan administration easier for plan sponsors, Plan Advisors/Brokers, and TPAs.

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Spectrum Platform Adaptable Solution


Spectrum Platform gives employers the flexibility to choose their own plan advisor/broker and TPA.


Your Assets Safeguarded by Leading Financial Institutions


Spectrum Platform integrates directly with leading retirement plan regulated financial institutions. Clients and their brokers/plan advisors can rest easy, knowing plan assets are safeguarded and secure.

 

 

 


Recordkeeping Platform Features, Add-ins, and Extensions


Spectrum's recordkeeping platform includes core features, add-ins, and extensions which are designed to improve participant outcomes and streamline plan administration.

360-Degree Payroll Integration

Advisor Web Image

Advisor Website

Financial Planning Module Image

Financial Planning Module

MFA Web Image

Multi-factor Authentication Security

Participant Web Image

Participant Website

Plan Sponsor Web Image

Plan Sponsor Website

Retirement Dashboard Image

Retirement Dashboard

Spectrum Compass Managed Account - Coming Q4'2019!

Spectrum Compass

Spectrum Navigator Mobile App - Coming Q4'2019!

Spectrum Navigator

 
 
 

Spectrum Platform Subscription Packages


Built to Meet a Wide Range of Plan Sponsor Objectives

Spectrum Platform Essentials

Spectrum Platform Essentials provides TPAs and their Sponsor clients with a system to serve their core recordkeeping needs. Essential recordkeeping services deliver open architecture daily valuation and participant account management. Recordkeeping Essentials service is most often used when your TPA is coordinating daily transaction support to participants in addition to annual administration.

Featured Services

Participant Website Sponsor Website Online Payroll 20,000+ Investment Options Routine & On-Demand Reporting
Transaction Processing Account Management Disclosure Notices Online Tools Rebalance & Transfers

Spectrum Platform Essentials+

Spectrum Platform Essentials+ provides all the core system services with the addition of Payroll360™ or Sponsors who provide full demographic information each payroll. With that addition we can offer features such as custom reporting, payroll integration, online contribution rate changes, & online beneficiary designations.

Featured Services

Participant Website Sponsor Website Online Payroll 20,000+ Investment Options Routine & On-Demand Reporting
Transaction Processing Account Management Disclosure Notices Online Tools Rebalance & Transfers

Add-Ons

Custom Reporting Payroll360™ Online Contribution Rate Changes Online Beneficiary Designations

Spectrum Platform Premier

Spectrum Platform Premier provides a more hands on approach to managing your plan. With enhanced services including plan document integration, participant services helpline support, online distributions & loans, online enrollment & forms. Recordkeeping Premier service is most often used when your TPA is providing the annual administration service and the recordkeeper is providing daily transaction support.

Featured Services

Participant Website Sponsor Website Online Payroll 20,000+ Investment Options Routine & On-Demand Reporting
Transaction Processing Account Management Disclosure Notices Online Tools Rebalance & Transfers

Add-Ons

Plan Document Integration Participant Services Helpline Online Distributions Online Participant Loans Online Enrollment

Spectrum Platform Premier+

Spectrum Platform Premier+ provides all the Premier services with the addition of Payroll360™ or Sponsors who provide full demographic information each payroll. With that addition we can offer add on features such as custom reporting, payroll integration, online contribution rate changes, online beneficiary designations and tracking vesting and eligibility.

Featured Services

Participant Website Sponsor Website Online Payroll 20,000+ Investment Options Routine & On-Demand Reporting
Transaction Processing Account Management Disclosure Notices Online Tools Rebalance & Transfers

Add-Ons

Plan Document Integration Participant Services Helpline Online Distributions Online Participant Loans Online Enrollment
Custom Reporting Payroll360™ Online Contribution Rate Changes Online Beneficiary Designations Eligibility & Vesting Monitoring