With extensive experience in actuarial consulting and working with defined benefit pension plans, defined contribution and other retirement plans, Compass Retirement Consulting Group (CRCG) can be counted on to administer to and consult on your plan accurately and efficiently.
With state-of-the-art software, CRCG guarantees high quality and timely service. Our software enables us to provide for all of our client's needs and allows our clients to focus on other aspects of their business.
Whether it is a 401(k), a cross tested/new comparability, an employee stock ownership or a 403(b) plan, our credentialed, dedicated professionals provide a hands-on approach to maintaining your plan.
We provide custom plan design, complete setup and conversion, and hands-on services for plan operation and administration. We partner with financial advisors and employers to provide retirement plan recordkeeping and administration. Whether you are starting a new plan or need to give your current plan a makeover, we can design the perfect plan for you.Learn More
We assist clients with both complex and routine matters that affect their qualified and non-qualified defined benefit pension plans. Our clients include financial institutions, health care organizations, law practices, manufacturers, and municipalities, both large and small.Learn More
Combine the best components of the defined contribution plans and defined benefit plans and you have the cash balance plan. Participant benefits are communicated as notional or theoretical account balances that increase annually with contribution credits and interest credits. However, the plan is fundamentally still a defined benefit plan in that it requires an annual actuarial valuation, is subject to minimum funding standards and allows substantially higher contributions. Cash balance plans can provide a robust solution for achieving the retirement goals of business owners.Learn More