Retirement Plans
Confidently design and manage a powerful retirement plan
Comprehensive Retirement
Plan Consulting
For corporate retirement plan clients, our ongoing process aims to align your plan with your goals, maintain regulatory compliance, monitor investments for optimization, and foster employee engagement.
Strategic Plan Management
Our commitment to quality begins with understanding the objectives of our clients and the belief that it’s our duty to place their interests ahead of our own. Each plan is designed with your goals in mind.
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Plan quarterback
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Plan design consulting
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Recordkeeping partner reviews & benchmarking
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Lead search for new partners when necessary
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Merger & acquisition consulting
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Technical support
Strategic Plan Management
Fiduciary
Governance
Investment
Monitoring
Employee
Engagement
Spectrum Client Survey
Our Spectrum Client Survey highlights the positive experiences our clients have with us. We regularly gather feedback to refine our approach and maintain the high standards our clients expect.
The 2024 survey results presented were provided by current clients of Spectrum Investment Advisors. All clients were invited to voluntarily participate in a satisfaction survey; however, no cash or non-cash compensation was provided in exchange for their participation. The results presented may not reflect the sentiments of all clients, and we encourage you to independently evaluate our services based on additional criteria that you deem appropriate.
Meet the Retirement Plan Team
When you work with Spectrum, you get a team that is dedicated to your success. As your fiduciary advocates, think of us as your retirement plan quarterback — we help coordinate the moving parts of your plan, ensuring smooth operation and alignment with your goals.
Manuel Rosado
MBA
President/Partner
Ryan Strankowski
QKA, AIF®, NQPC™
Relationship Manager
Matthew Demet
CEBS®, CRC®, AIF®, CPFA™
Senior Vice President - Business Development/Partner
Emily Zimmerman
CPFA™, CHSA®
Relationship Manager
Suzanne M. Weeden
CEBS®, RPA, AIF®, NQPC™
Senior Relationship
Manager
Dan DeDecker
CPFA™
Relationship Manager
Scott Schwartz
NQPC™
Senior Relationship
Manager
Leah Lang
Client Service Associate
