Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with the nations top fiduciary management organizations so we have both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.
What We Do…
Our job is to make your firms retirement plan work for your rather than the other way around. We are uniquely qualified to assist and consult on your firms retirement program, acting as the named 3(21) fiduciary. With us acting as a fiduciary this can help mitigate some of the liability that comes along with having a company sponsored retirement plan.
We manage corporate retirement plan in three main areas:
Plan Design and ongoing employee education.
Investment selection and monitoring
Ongoing service and support
If your current broker is not acting as a named fiduciary; then why would you have them associated with your plan. Ask them for a copy of their 3(21) statement and a copy of their E&O policy. This is a key difference in the way many plans are managed. If you have a trained experienced “Prudent Expert” vs. a “Broker” the choice is simple.
The experience we have in the industry as well as out complete commitment to client service and their fiduciary well being, will give your the confidence that your firm is getting the most from its retirement program.
William Orr is an Investment Advisor Representative of and offers securities and advisory services through Pensionmark Financial Group LLC. a registered broker-dealer and investment adviser. Pensionmark Financial Group LLC., a registered broker-dealer and investment advisor. 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, Oklahoma City, OK, New Orleans, LA, Jackson, MS, Little Rock, AR.