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Compass Retirement Consulting Services

Compass

RETIREMENT CONSULTING GROUP

About Us

Compass Retirement Consulting Group, Inc. (CRCG) was founded April of 2006 and consists of two actuaries with close to 40 years of combined experience in the design and administration of pension, retirement, and other postretirement benefit programs. We also have a staff of three benefits analysts and a senior account manager. With our actuarial background, we bring strong quantitative skills to the assessment of defined benefit and postretirement programs. As consultants, we work with clients to quantify the costs of their programs, identify the root causes of costs, and design strategic approaches for addressing cost increases and providing valuable benefits to employees.


Our areas of expertise include:

- Defined Benefit Retirement Plans
- Defined Contribution Plans
     - 401(k)
     - Profit Sharing
     - ESOP
- Comprehensive actuarial services for Funding and Pension Accounting
- Postretirement Medical and Life Insurance Valuations (FAS106)
- Executive Retirement Benefits

With two regional offices, we maintain clients throughout the country. We administer plans with as little as one participant up to plans with thousands of participants.

Our Principals:

Ana Pinto, Enrolled Actuary and Benefits Consultant
Jeffrey Jackson, Enrolled Actuary and Benefits Consultant

Ana Pinto and Jeffrey Jackson are actuaries and employee benefits consultants. They have worked as actuaries for small and large plan sponsors for a combined 35 plus years, consulting on the design, accounting and funding of retirement programs. Prior to their practicing as actuaries with Compass Retirement Consulting Group, Inc., they were Senior Actuarial Consultants with Watson Wyatt & Co.

Ana and Jeff have worked with employers with their retirement plan design, administration and on-going employee communication. We’ve worked with the likes of Ingersoll-Rand, Bose, ABB, Sony Music, as well as hospitals, retail, and not for profit organizations.

CRCG believes that every retirement program should integrate with the financial and human resource goals of each client.

Our Team

Principals and Consulting Actuaries

ana pinto retirement consultant

Ana Pinto

jeff jackson retirement consultant

Jeffrey Jackson

Retirement Sales Consultants

seth larner retirement consultant

Seth Larner

chris paterna retirement consultant

Chris Paterna

Senior Benefits Consultants

beth mello retirement benefit consultant

Beth Mello

Christine Bennett retirement consultant

Christine Bennett

Jackie Sojka retirement consultant

Jackie Sojka

jenn osborne retirement benefit consultant

Jennifer Osborne

katy myers retirement benefit consultant

Katy Myers

linda diskin retirement benefit consultant

Linda Diskin

muriel gionet retirement benefit consultant

Muriel Gionet

son bui retirement benefit consultant

Son Bui

terri king gionet retirement benefit consultant

Terri King

Administrative Staff

Cheryl Jones retirement consultant

Cheryl Jones

Elena McFarland Retirement Consultant

Elena McFarland

gail grenon retirement document specialist

Gail Grenon

Kim Kezer retirement consultant

Kim Kezer

stacey stultz retirement benefit consultant

Stacey Stultz

Tessa Ledoux retirement consultant

Tessa Ledoux

Headquarters

118 Portsmouth Avenue, Suite A2
Stratham, New Hampshire 03885-2487

603.778.9920

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