Markets and 401(k)s Rally Again in Third Quarter
Markets and 401(k)s Rally Again in Third Quarter
28 October, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform again beat investment performance benchmarks for the third quarter of 2009.

 
2009 Spectrum Open: A Huge Success!
2009 Spectrum Open: A Huge Success!
13 October, 2009

Event Raised More Than $100,000 for Cancer Research

 
Understanding Retirement Plan Fees
Understanding Retirement Plan Fees
23 September, 2009

View the presentation for “Understanding Retirement Plan Fees," a webinar presented 9/23/2009 by Virginia L. Gibson, Attorney at Law, and Kevin Boercker, Spectrum Senior Consultant. Topics covered include: requirements under current law to review and monitor plan fees, the fee disclosure rules currently under discussion in Congress and the Department of Labor, how providers try to “hide” or “shift” fees in retirement plans, and much more!

 
401(k)s Bounce Back in Second Quarter 2009
401(k)s Bounce Back in Second Quarter 2009
22 July, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform again beat investment performance benchmarks for the second quarter of 2009.

 
"Fiduciary Best Practices: A Guide for Small Employers" Webinar
"Fiduciary Best Practices: A Guide for Small Employers" Webinar
8 July, 2009

View the presentation for “Fiduciary Best Practices: A Guide for Small Employers," a webinar presented 7/8/09 by Senior Consultant Kevin Boercker. Topics covered include: Who qualifies as a fiduciary and the associated responsibilities. Common pitfalls to avoid. A review of the prohibited transaction rules. How to manage fiduciary liability and risk. And much more!

 
401(k) Plan Advisors Outperform Benchmark in Q1
401(k) Plan Advisors Outperform Benchmark in Q1
8 May, 2009

The majority of professionally managed model portfolios on Spectrum’s Total Access Record Keeping (TARK) platform beat investment performance benchmarks for the quarter ended March 31, 2009. The average rate of return for Q1 was -5.32 % for a 60% stock and 40% bond model portfolio, compared to -6.56% for the benchmark. The average return for other model portfolios also fared well compared to the benchmarks in Q1.

 
"Retirement Plans in Times of Change" Webinar
"Retirement Plans in Times of Change" Webinar
1 April, 2009

View the "Retirement Plans in Times of Change" webinar presentation sponsored by Spectrum Pension Consultants Inc. and presented by Yannis Koumantaros on 4/1/09. The webinar's topic - trends in the retirement plan industry - will be of interest to plan sponsors, ERISA attorneys, CPAs and investment advisors.

 
Interview on Don Creech Radio Show 3/7/09
Interview on Don Creech Radio Show 3/7/09
6 March, 2009

Spectrum Director and Senior Consultant Yannis Koumantaros will be discussing Washington state's proposed 401(k) plan for small businesses as a guest of the Don Creech Radio Show on Saturday, 3/7/09. The program starts at 9 a.m.

 
Testimony Against Washington Senate Bill SB 5791
Testimony Against Washington Senate Bill SB 5791
4 March, 2009

Yannis P. Koumantaros, Spectrum director and consulting shareholder, testified on March 2, 2009, before the Senate Ways & Means Committee against Washington State Senate Bill SB 5791, which would allow the state of Washington to offer a 401(k) plan for small businesses.

 
ASPPA Journal Article - Fall 2008
ASPPA Journal Article - Fall 2008
20 November, 2008

ASPPA PAC: A Foundation for Pension Protection and Personal Success

 
Wall Street Journal Article
Wall Street Journal Article
19 August, 2008

Small Firms Beef Up Retirement Services With Outside Help. Small businesses are helping employees become better managers -- of their own money.

 
Sons honor father by carrying on family business
Sons honor father by carrying on family business
21 July, 2008

Tacoma's Spectrum Pension Consultants Inc. will celebrate its 30th year in business this month. Founded in April of 1975 by Panayotis "Pano" Koumantaros as a sole proprietorship, Spectrum Financial Planning was jeaopardized several years ago when it lost its founder to bladder cancer.

 
FundAdvice.com - Sound Investing Radio Show 2/9/07
FundAdvice.com - Sound Investing Radio Show 2/9/07
9 February, 2007

Interview on February 9, 2007 with Yannis Koumantaros of Spectrum Pension Consultants, Inc., on the Sound Investing radio show sponsored by FundAdvice.com.

 
FundAdvice.com - Sound Investing Radio Show 10/27/06
FundAdvice.com - Sound Investing Radio Show 10/27/06
27 October, 2006

Interview on October 27, 2006, with Yannis Koumantaros of Spectrum Pension Consultants, Inc., on the Sound Investing radio show sponsored by FundAdvice.com.

 
Smart Money Article
Smart Money Article
14 September, 2006

“You’re talking about a difference in your quality of life at retirement” Yannis Koumantaros: Chief Pension Consultant & CFO Spectrum Pension Consultants, Inc.