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 Foresters Equity Services, Inc. a registered broker-dealer and investment adviser. Foresters Equity Services Inc., a registered broker-dealer and investment advisor. Compass Corporate Retirement Solutions and Foresters Equity Services, Inc. are unaffiliated entities. 3091 College Park Drive, Suite 240-31, The Woodlands, TX 77384 is not a branch office or an affiliated location of Foresters Equity Services, Inc.
Branch Office: 16610 Dallas Parkway Suite 1700 Dallas, TX 75248 T- 972-503-43430
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.