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…
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Plan Document & Summary Plan Description
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Most Recent 5500 Filing
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Administrative Procedures Manual
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Investment Policy Statement
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Plan Committee Notes
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Asset Summary Statement
401K Pension Defined Benefit Non Qualified Deferred Compensation
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Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments LLC. Compass Corporate Retirement Solutions is unaffiliated with either World Investment Advisors, LLC or World Investments, LLC.
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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
