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The Spectrum Businesses

Multidisciplinary B2B Consulting Services

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Employee Benefits

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Business Solutions

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Retirement Plan Services

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How would you like to

Check out our B2B products, services, and solutions.

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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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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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The best low cost retirement plan

for corporations with up to 100 employees.

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Does Cloud Computing Seem

Out of Reach for Your Business?
We Can Help

Email + Office 365 from $10 per month

Dynamics 365 from $44 per month

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

Our Services

401k/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 and Outsourcing

Private-labeled or co-branded solutions, for ERISA and Non-ERISA plans arrangements, of defined contribution or defined benefit plan types.

Benefits 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.

Corporate Financial Wellness

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

General Ledger Management

We support non-profits and small to mid-size businesses with a complete set of QuickBooks G/L management and financial reporting needs.

Management Consulting

Individually scoped project-based engagements, which adhere to established project management principles.

Who We Are

We deliver significant value to client organizations by delivering a range of products, services, and solutions focused on 401k/DC plan recordkeeping, benefit plan administration and outsourcing, business solutions, and management consulting. Our engagements are staffed by consultants with expertise in specific disciplines to ensure client objectives are precisely satisfied.

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