Having been part of the retirement industry for so long we understand that many plan sponsors either don’t have the time to review their plan or simply don’t fully understand that being responsible for a “BAD PLAN” may have more serious consequences.
This is where we at CCRS come into the picture . We will act as a completely independent consultant and fiduciary to start a process of breaking down your plan into it’s most basic elements.
What We Need To Get Started…
Plan Document & Summary Plan Description
Most Recent 5500 Filing
Administrative Procedures Manual
Investment Policy Statement
Plan Committee Notes
Asset Summary Statement
401K Pension Defined Benefit Non Qualified Deferred Compensation
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC). Compass Corporate Retirement Solutions and Pensionmark Financial Group LLC. are unaffiliated entities.
Compass Corporate Retirement Solutions is a 401k and pension plan fiduciary ERISA design and plan communication specialist.
Serving Houston, Dallas San Antonio and Austin, TX
