Greensboro, NC – April 2016 – Compass Financial Partners in Greensboro, North Carolina was recognized as a finalist for the Retirement Plan Small Team of the Year by PLANSPONSOR, a leading financial industry publication.
The awards recognized advisors and firms among four categories—individuals, small teams, large teams and mega teams, based on number of advisors and support staff—for having demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants. Finalists were judged based on the following criteria: They have a majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; are committed to fee-based compensation; and use outcome-based metrics of plan success with clients.
“LPL congratulates Compass Financial Partners on attaining this esteemed industry recognition,” said David Reich, executive vice president and head of Retirement Partners, LPL. “Receiving this honor further demonstrates the value Compass Financial Partners creates for its clients through a commitment to helping Americans create better outcomes for their retirement, and we are proud to be able to support the firm.”
Advisors of Compass Financial Partners are LPL Financial advisors. LPL provides resources, tools and technology that are designed to provide personal, objective financial advice to their clients.
About Compass Financial Partners
Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From recordkeeper search and selection and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is based in Greensboro, N.C. For more information, visit www.CompassFP.com. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
PLANSPONSOR is not affiliated with LPL Financial. Compass Financial Partners and LPL Financial LLC are separate entities.