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Sample Deliverables to Clients and Participants

We have made available the following sample deliverables to give you a sense of our capabilities as a consulting firm. We constantly focus on improving participant outcomes and ensuring benefit plans are satisfying the employer's intended objectives. Our routine deliverables have all been prepared with those key focal points in mind. In addition, through our leading retirement plan management technology platform, our firm can customize any deliverable to satisfy the unique needs of clients.

  
  
  
CDC Client guide.pdfCDC Client guide888 KB
Consolidated Annual Notices to Participants.pdfConsolidated Annual Notices to Participants219 KB
Management Summary Report.pdfManagement Summary Report87 KB
National Sales Support.pdfNational Sales Support871 KB
Participant Beneficiary Designation Form.pdfParticipant Beneficiary Designation Form166 KB
Participant Benefit Statement.pdfParticipant Benefit Statement140 KB
Participant Enrollment Kit.pdfParticipant Enrollment Kit827 KB
Participant Retirement Income Model Employer Management Summary.pdfParticipant Retirement Income Model Employer Management Summary320 KB
Participant Salary Deferral Agreement - Pretax and Roth.pdfParticipant Salary Deferral Agreement - Pretax and Roth122 KB
Participant Web Guide.pdfParticipant Web Guide3599 KB
Plan Demographic Analysis Report.pdfPlan Demographic Analysis Report104 KB
Retirement Adequate Income Score.pdfRetirement Adequate Income Score603 KB
Sample Spectrum Services and Intelligence Reporting.pdfSample Spectrum Services and Intelligence Reporting271 KB
Spectrum Credit Card Standing Payment Authorization Form.docxSpectrum Credit Card Standing Payment Authorization Form192 KB
Spectrum E-Signature Quick Start Guide.pdfSpectrum E-Signature Quick Start Guide291 KB
Spectrum Pension Consultants, ABG Hawaii, TBS Signed Form W-9.pdfSpectrum Pension Consultants, ABG Hawaii, TBS Signed Form W-992 KB