JM
Jessica Moberly
Distribution Specialist at Spectrum Pension Consultants
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Work Experience
Distribution Specialist
2023 - Present · 2 years
Polycomp, part of FuturePlan by Ascensus
Distribution Specialist
2020 - 2023 · 3 years
Polycomp Administrative Services, Inc.
Compliance Analyst
2017 - 2023 · 6 years
Company Details
Spectrum Pension Consultants, Inc. (“Spectrum") is a closely held Washington State Corporation that enables American Workers to plan and save towards a dignified financial future by designing, administering, and operating the ranges of retirement and financial plans for U.S. organizations. As a financial technology (“fintech”) platform provider of retirement and financial plans, Spectrum provides services and solutions to client organizations. A technology forward company, Spectrum utilizes both licensed and proprietary software in its client service and solution offerings. Headquartered in Tacoma, Washington and having over 35 staff members, Spectrum works for more than 800 organizations in all market sectors and industries, along with certain government agencies. Our clients, located throughout the United States, have entrusted us to serve the retirement and financial needs of more than 50,000 people and $2+ billion in plan assets. While retaining our independence, Spectrum often collaborates with external financial consultants and other professionals in the provision of services and solutions.
Year Founded
1978
Social Media
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Industry
Financial Services
HQ Location
6402 19th Street West Tacoma, WA 98466, US
Keywords
401k/DC Plan RecordkeepingRetirement Plan DesigRetirement Plan AdministratioERISA401(k) Plans
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