The Retirement Plan Professionals for Your Business
Accomplished insight and sophisticated strategies for employee retirement plan sponsors
We place our responsibility to our business clients first. We focus on retirement plans for business owners and retirement plan sponsors who want the peace of mind that the plan's management, investments, education and government compliance are all done appropriately.
If you’re ready to work with a retirement plan advisor, let’s talk.
Helping you, as the Retirement Plan Sponsor, with a goal of providing your employees with the best retirement plan possible
We help you understand and manage your fiduciary responsibility by bringing a broad range of customized strategies, tools and best practices
Optimizing investment performance through a comprehensive investment scoring and benchmarking set of measures designed to target return outcomes
Plan Design and Management
Detailed attention to plan design, Investment Policy Statement, and related key documents to improve compliance and function
We work closely with your recordkeeper with a goal of improving financial education and employee financial literacy to impact employee outcomes
Attention is given to improve expense levels, meet benchmarked industry standards, and increase employee accumulations over time
Specializing in the unique needs of employer retirement plan sponsors - We bring "Best Practices" to life.
We start with a Diagnostic Profile on your company's 401(k) plan. This will help us learn and gain insights into you plan's current strengths and weaknesses. The Retirement Plan Diagnostic Profile is a comprehensive evaluation conducted by Compass Retirement Services with expertise from our partner, Retirement Plan Analytics, with expertise in the industry as a service provider assisting retirement plan sponsors.
The Retirement Plan Analytics Diagnostics System is an end-to-end evaluation, providing confidence and comfort that your retirement plan is serving the needs of your employees and your company. An offering like this bears an approximate value of $2,500 or more, and is yours at no extra charge.
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the appropriate advisor for your background and requirements.