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.
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.