Skip to content

Spectrum Pension and Compensation, Inc.

© Thomas P. Kennedy/Rill Song Studios, 2021

Spectrum Pension and Compensation, Inc.

Spectrum Pension and Compensation, Inc.

Pension Advisory Services

Spectrum Pension and Compensation, Inc., serves the retirement needs of a diverse list of companies. From our Hudson Valley location, we have ready access to all major Northeastern urban centers.

We are a relationship-oriented third-party administrative Firm that provides personal attention to our clients, who range from sole proprietors through corporate plans in excess of 500 participants.

The services we provide include the following:

While the process of complying with the Internal Revenue Code is complex, the process of designing an appropriate plan, establishing investment objectives, providing ongoing administrative support, and effectively communicating with your employees can be simplified.

Spectrum has the ability to simplify:

Supported by:

Designing the Plan

Spectrum Pension and Compensation, Inc., provides consulting and administrative services to sponsors of employee benefit arrangements, including Qualified and Non-Qualified Retirement Plans. In addition, we can assist you with all of your employee benefit needs, such as health insurance, life insurance, disability income, etc. We provide personal attention for a wide variety of services on a professional, cost-effective basis.

We provide administrative and compliance services for the following:

Administering the Plan

We will perform the calculations necessary to assure that your plan satisfies the Internal Revenue Service’s requirements that govern plan operations.

We can assist you and your accountant in performing the necessary budgetary calculations that can aid in the operation of your plan.

In addition, we can provide:

For further information on Spectrum Pension and Compensation with offices in Newburgh and Wappingers Falls, contact:

Lou Bach

Thomas D. Weddell, CPA
845-567-9000 Ext. 242

Robert R. Marchione, CPA
845-567-9000 Ext. 243

Steven E. Howell, CPA, DABFA
845-567-9000 Ext. 217

Lake Katrine Office Temporarily Closed

The Lake Katrine office location will be temporarily closed for the next few months due to office renovations. All Lake Katrine employees can still be reached at the LK phone number, email and other office locations! Thank you for your patience & looking forward to serving you from our newly updated office space!

Map of Qualified Census Tracts (QCTs)

  • Move map to NY and scroll to zoom in
  • Under Map Options select “Color QCR Qualified Tracts”