Choosing the right consultant and fiduciary can make all the difference. It is a matter of how much time and effort you want to spend on retirement plan issues and administration; rather than the job you and your staff were hired to do. We believe that because of our experience and objective approach to each client, Compass Corporate Retirement Solutions is the right firm to help manage your retirement plan.
In a business that is all about relationships we think (and we think you will too) that our independent and objective approach is the solution.
As for why choose us; we think it boils down to the following:
WE ARE A NAMED AND DOCUMENTED PLAN FIDUCIARY
OUR UNBIASED AND TRANSPARENT APPROACH TO THE MANAGEMENT OF YOUR PLAN
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.