Fiduciary-focused firm offering innovative solutions
Compliance and regulatory accuracy
Unmatched customer service
Experience the Compass difference.
Cash Balance
There are so many different options and choices when building a retirement portfolio. A cash balance option provides less risk for employees and a more economic option for employers. Here at Compass we want you to know all the options, so you can present a customized plan to fit any business need.
401(k) Admin
If you’re like us you want more for your employees. That’s why 401(k) plans are a great option for companies who want to help their employees save for their future, while also matching some or all of those defined contributions. We like to think of it as a helping hand.
3(16)
Here at Compass we like to do more for you. With a 3(16) plan, our Compass 360 division takes on the additional fiduciary responsibility, ERISA compliance, and proper maintenance of the plan. With this offering, you can focus on today’s business, and let Compass focus on your future.
Group & Pooled Employer Plans
Group plans offer an opportunity to bring together multiple small businesses and offer cost-effective 401k plans for their employees. Compass offers a full spectrum of aggregated plan choices. Here you’ll find information on:
- PEP (Pooled Employer Plans)
- GOP (Group of Plans)
- MEP (Multiple Employer Plans)
- MEAP (Multiple Employer Aggregation Program)
Cash Balance
There are so many different options and choices when building a retirement portfolio. A cash balance option provides less risk for employees and a more economic option for employers. Here at Compass we want you to know all the options, so you can present a customized plan to fit any business need.
401(k) Admin
If you’re like us you want more for your employees. That’s why 401(K) plans are a great option for companies who want to help their employees save for their future, while also matching some or all of those defined contributions. We like to think of it as a helping hand.
3(16)
Here at Compass we like to do more for you. With a 3(16) plan, our Compass 360 division takes on the additional fiduciary responsibility, ERISA compliance, and proper maintenance of the plan — so you can focus on your business today, and let Compass 360 focus on your future.
Compass PEPs
Pooled Employer Plans
Group plans offer an opportunity to bring together multiple small businesses and offer cost-effective 401k plans for their employees. Compass offers a full spectrum of aggregated plan choices. Here you’ll find information on: Here you’ll find information on:
- GOP (Group of Plans)
- MEP (Multiple Employer Plans)
- MEAP (Multiple Employer Aggregation Program)
Compass PEPs
Not all third-party administrators are the same.
At Compass, we think differently and work hard(er) to provide the best retirement plan design, actuarial services, 3(16) fiduciary services and ongoing plan consulting. We’re committed to transparency, innovative ideas and exceptional service to make your job easier. In short, we’ve got your back. Long-term retirement plan success launches here.
SERVICE FINDER
Not sure which service is best for your company? We know it can be overwhelming, and we’re here to help. Explore our services to pinpoint the best solution for your company’s needs.
Resource Library
We’re doing the legwork for you. Check out our constantly-updated knowledge center, your trusted source for the latest industry documents, useful data and insights.
CAREER SPOTLIGHTS
Did you major in Work Hard (er)? Is Customer Service your middle name? Then you just might have what it takes to join the Compass Crew. View our open positions here.