Who We Serve

Who We Serve

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. 

Speak to an Experienced Professional

If you’re ready to work with a retirement plan advisor, let’s talk.

Schedule Consultation

We're here to help you manage your company's retirement plan

Retirement Plan Optimization

Retirement Plan Optimization

Helping you, as the Retirement Plan Sponsor, with a goal of providing your employees with the best retirement plan possible


Fiduciary Governance

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

Employee Outcomes

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

Our Services

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.

Speak with an Experienced Professional

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.

Thank you!