How Can We Guide You?
Our extensive experience directly benefits our clients and financial advisors. Compass Retirement Consulting Group (CRCG) can be counted on to administer and consult on retirement plans accurately and efficiently, whether it be a defined benefit, defined contribution, or another type of plan.
CRCG guarantees high quality and timely service with the help of our proprietary software systems. Our technology enables us to streamline, manage, and provide for all of our clients’ needs and allows them to focus on other aspects of running their business.Our Services
We guide clients on a path to retirement success.
Defined benefit plans are designed to provide participants with a specific benefit amount at retirement. Participants enjoy the benefits of no investment risk or contribution requirements, among many other benefits.Learn More
Whether it is a 401(k), a cross tested/new comparability, an employee stock ownership or a non-profit 403(b) plan, our credentialed, dedicated professionals provide a hands-on approach to maintaining your plan.Learn More
Combine the best components of the defined contribution and defined benefit plans and you have the cash balance plan. Participant benefits are communicated as notional or theoretical account balances that increase annually.Learn More
We offer a full range of actuarial services including annual actuarial valuations and reports providing fund status, cash contribution requirements, filings and schedules and pension accounting and more.Learn More