Retirement Plan Administration
Employer Plan Sponsors
We specialize in customized retirement plan services for small and medium sized businesses helping them to realize their objectives in a world of ever increasingly complex rules and regulations.
We offer the following services:
- Plan design consultation
- Plan documents
- Ongoing plan administration
- Compliance testing
- Government reporting
Our professional retirement plan administrators are dedicated to providing personalized superior service, proactive consulting and timely responsiveness. We have experience working with employers with as few as one employee to employers with over 650 employees. And, with nearly 30 years of experience in retirement plan administration, we can help design and maintain a plan for you and your employees.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services and Financial Planning Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Spectrum Financial Group, Inc. are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
Financial Professionals may only conduct business with residents of the states or juristictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.