Our Services

Plan Sponsor Services

• Assist with provider searches
• Formulate investment policy statements
• Assist in selecting and monitoring a plan sponsor’s available investments
• 401(k) Fund Monitoring Scorecard®
• Quarterly market and investment newsletter
• Spectrum Investor® Asset Allocation Comparisons

Plan Participant Education

• Marshall’s Spectrum Investing Concept® (patent pending)
• Group employee meetings
• One-on-one sessions to discuss available investments
• Bilingual capabilities in English and Spanish
• Spectrum Investor® Risk Based Model Portfolios