IS YOUR FIRM GETTING THE MOST FROM ITS RETIREMENT PLAN?
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William Orr provides superior retirement consulting services by
helping his clients understand their retirement plan, mitigate
unintended risks, and provide clarity with regard to plan fees and
expenses.
For more than 20 years, Will has been helping clients with their
retirement plan needs. Prior to founding Compass Corporate
Retirement Solutions, he worked for leading mutual fund and
retirement plan providers, such as Fidelity Investments, Morgan
Stanley and Daily Access Concepts. Additionally, he is regularly
requested to share his knowledge and insight of plan
management and fiduciary liability at a number of national
forums.
Business Management Services
Vendor Relationship Management
Plan Expense Transparency
Employee Communication
Will believes his relationship management experience is the
catalyst for establishing strong long-term partnerships with his
clients. Clients trust his objective advice and recommendations
as they work together to select partners to successfully
accomplish the client’s goals.
As a plan sponsor and fiduciary, it is critical to be at the helm of
plan fees. Clients can expect Will to help them understand the
costs of their retirement plan and determine any necessary
adjustments to bring greater cost efficiency.
Communication is key to enabling employees to maintain their
current lifestyle in retirement and retire on their own terms.
Will’s experience with plan communication is a proven tool that
will help present and promote each client’s retirement goals. He
utilizes a variety of web based and mobile technologies, in
addition to traditional group enrollments, to engage and educate
employees and help them begin their track to a successful
retirement.
Education, Registrations, and Specialized Training
* B.S., Finance, Xavier University
* FINRA Series 6, 7, 63, 65 Registrations
* Accredited Investment Fiduciary® (AIF®)
Will and his wife, Heather, have been married for over 20 years
and are busy raising Abby, Carly, Christopher and Claire.
William (Will) Orr