Retirement Plans

Plan Sponsor Services

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

Plan Participant Education

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