Compass Retirement Services
Retirement Plan Consulting
Helping you move from Sponsor to Steward.
We believe a consultant’s role is to provide more than knowledge but to also act as a catalyst to help the Committee reach its goals in a manner that optimizes the retirement plan while minimizing fiduciary risk and helping employees improve their financial health.
Our specialized end-to-end approach encompasses a broad range of customized strategies, tools, and best practices to identify the most appropriate areas of focus for plan optimization.
Compass Retirement Services and Retirement Plan Analytics: Together, serving you better.
COMPASS RETIREMENT SERVICES
- Relationship manager
- Educate Plans regarding RPA materials and services
- Liaison between Plan and RPA
- Coordinate and attend meetings with Plan and RPA
RETIREMENT PLAN ANALYTICS SERVICES
- 3 (38) or 3 (21) fiduciary service
- Plan services and benchmarking
- Fiduciary Governance training and Fiduciary Vault
- Coordinate RFP / RFI
Our team of professionals will guide you through the processes of optimizing your plan.
We will educate you to make more informed decisions striving to secure the future of your plan.
Serving your retirement plan:
Overview of responsibilities
COMPASS RETIREMENT SERVICES AND RETIREMENT PLAN ANALYTICS
Committee Support
- Attend Plan Committee Meeting(s)
- Committee Meeting Minutes Support
- Fiduciary Governance Support
- Provide Fiduciary Documentation System
- Annual Litigation Review
- Plan Committee Education
- Request for Information / Proposal (RFI / RFP)
- Plan Level Benchmarking vs Industry
- Service Provider Fee Benchmarking
- Service Provider Due Diligence and Pricing Studies
- Advisory Fee Benchmarking
- Plan Management Benchmarking
- Annual Strategy Planning
COMPASS RETIREMENT SERVICES AND RETIREMENT PLAN ANALYTICS
Investment Support
- 3(38) Investment Fiduciary Support
- Investment Policy Development
- Fund Menu Development
- Quarterly Investment Reviews
- Fund Replacements and Manager Searches
- Investment Share Class Reviews
- Index Fund Reviews
- Stable Value / Fixed Account Reviews
- QDIA Selection and Ongoing Due Diligence
RECORDKEEPER / TPA
Investment Support
- Recordkeeping Platform
- Day to Day Administration
- Investment Platform
- Statements
- Website
- 800#
- Participant Education Meetings
- Education Materials
- Process Participant Loans &
- Distributions
- Plan Documents
- Plan Compliance
- Annual 5500
- Employee Notices
- Plan Design
- Profit Sharing Calculations
*Services listed above provided as a general guideline and may/may not be available within your current service offering.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
jjenness@compassretirementservices.com | (317) 858-6190