Greensboro, NC – Compass Financial Partners is pleased to announce it has been named as one of the finalists for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year award in the LARGE TEAM category.
The 2017 PLANSPONSOR Retirement Plan Adviser of the Year finalists have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.
Finalists have been selected among four categories, based on the size of their offices. The segments are: individual or small, large or mega team, based on the size of the practice. If a practice has 10 people or less (including advisers and support staff) it is small, 11-35 people is considered a large team, and more than 35 people is categorized as a mega team.
To be eligible to be a finalist, advisers had to meet the following minimum criteria: having at least three-quarters of business revenue derived from advising employer-sponsored retirement plans, serving as a plan fiduciary, being committed to fee-based compensation and using outcome-based metrics of plan success with clients.
The finalists were honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner on March 30TH.
PLANSPONSOR and PLANADVISER
Through their magazines, websites, events and email newsletters, PLANSPONSOR and PLANADVISER, part of Strategic Insight, provide comprehensive industry news, regulatory and investment information, research and training to plan sponsors of employer-sponsored retirement plans and financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit www.plansponsor.com and www.planadviser.com.
Compass Financial Partners
We love what we do. WE PAVE THE PATH TO THE FUTURE.
A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance 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 headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem. For more information, visit www.CompassFP.com.
*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.