Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with Pension Advisors a national service and fiduciary management organization that provides us both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.
What We Do…
Our job is to make your firms retirement plan work for your rather than the other way around. We are uniquely qualified to assist and consult on your firms retirement program, acting as the named 3(38) fiduciary.
The experience we have in the industry as well as out complete commitment to client service and their fiduciary well being, will give your the confidence that your firm is getting the most from its retirement program.
Registered Representative offering advisory services through AdviseMe National Advisors, a registered investment advisor. Securities and additional advisory services offered through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. AdviseMe National Advisors and Independent Financial Group LLC are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130
Compass Corporate Retirement Solutions is a 401k and pension plan fiduciary ERISA design and plan communication specialist.
Serving Houston, Dallas San Antonio and Austin, TX, Oklahoma City, OK, New Orleans, LA, Jackson, MS, Little Rock, AR.
Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with Pension Advisors a national service and fiduciary management organization that provides us both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.