Retirement Plan Administration.

Spectrum's retirement plan administration services provide document management, ERISA plan compliance, fiduciary support, government reporting, and trust reconciliation on 401k, other defined contribution, defined benefit, and employee stock ownership plans.

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Helping employers to define workplace retirement plan objectives


A-to-Z Annual Plan Administration

Managing workplace retirement plans since 1978 has taught us a thing or two. We know ERISA is complicated, and the compliance rules can be burdensome for employers. That is why our consultants try to make everything a hassle-free client experience. We provide complete annual plan administration and compliance, culminating with an e-signature ready Form 5500. Don't worry - we've got this.

Data Requisition Data Requisition
Analysis and Compliance Analysis,
Contributions, &
Compliance
Trust Accounting Trust Accounting
and Reporting
  • Retirement Plan Financial Reports
  • Consulting Ideas
  • Signature Ready Form 5500
Deliverables & Form 5500