Spectrum Investment Advisors: In The News

 

Spectrum Investment Advisors has been chosen as a finalist for 401(k) Specialist’s 2017 Top Advisor by Participant Outcomes (TAPO) for the month of July:

 
 

 

 

 

 

 

 

Spectrum Investment Advisors Receives National Nomination for 2016 PLANSPONSOR Retirement Plan Adviser Large Team of the Year:

 
 

 

 

 

 

 

Spectrum Investment Advisors Was Named as the Mequon-Thiensville Chamber of Commerce Business of the Year for 2015.  A feature article in the News Graphic can be found here.

 

 

 

 

 

 

Spectrum Investment Advisors Receives Two National Leadership Nominations in March 2015:

 

 

 

 

 

 

Spectrum has been nominated as one of 10 semifinalists for the 2015 401(k) Advisor Leadership Award:

 
 
 
Spectrum has permission to redistribute NAPA's' news release. The NAPA link will take you to the current NAPA 401(k) Summit information.




Information presented in older news releases may not be representative of current market conditions and is included for informational purposes only


• The 2016 PLANSPONSOR Retirement Plan Adviser Large Team of the Year finalists are advisers who have a majority of business revenue derived from employer-sponsored retirement plans, who serve as a fiduciary, are committed to fee-based compensation and are using outcome-based metrics of plan success with clients. A large team is a practice with 11-25 people (including advisers and support staff. In 2016, Spectrum was one of five finalists in the Large Team category out of 40 companies reviewed by PLANSPONSOR. The rating is not indicative of the advisors’ future performance.

• The 2014 & 2015 PLANSPONSOR Retirement Plan Advisers of the Year finalists are men and women, teams and nationwide firms who have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. In 2014 Spectrum was one of 8 finalists selected and in 2015 Spectrum was one of nine finalists in the Adviser Team category out of 40 companies reviewed by PLANSPONSOR. Eligible advisers must have a majority of business revenue derived from employer-sponsored retirement plans, serve as a fiduciary, be committed to fee-based compensation and use outcome-based metrics of plan success with clients. The rating is not indicative of the advisors’ future performance.

•The National Association of Plan Advisors (NAPA) 401(k) Advisor Leadership Award recognizes leadership, innovation and contributions to the retirement plan industry with sales, marketing and establishment of 401(k) plans. In 2015, Spectrum was one of 10 finalists selected from a field of 100 participants. Finalists were selected based on acknowledgement of peers and customers, demonstrated expertise in plan design innovations or products, results in terms of plan growth or participant retirement readiness, participation and leadership in industry events and committees, expertise sought by peers, regulators and policy makers. The rating is not indicative of the advisors’ future performance.

 

 

 

 

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