Kelly Judges 2014 PSCA Signature Awards
Greensboro NC – Kathleen Kelly, Managing Partner of Compass Financial Partners participated in the 2014 judging of the Plan Sponsor Council of America (PSCA) Signature Awards in Chicago on July 15th. PSCA's annual Signature Awards is a competition designed to honor excellence in plan communication and investment education. By sponsoring the Signature Awards competition, PSCA encourages the sharing of communication ideas and rewards excellence in defined contribution plan communication and investment education. The competition also provides plan sponsors with outside, objective recognition of the efforts of their company and their staff.
The judging panel consisted of industry business leaders and communication experts, who chose the winners by evaluating how companies write, design, manage, and deliver defined contribution communication and investment education to plan participants and plan sponsors. Signature Awards judges carefully reviewed the metrics to analyze how effective the campaign was at achieving set goals. Ms. Kelly noted “I was very impressed with the quality and creativity of the entries I reviewed; plans sponsors and providers are positively impacting the lives of millions of plan participants through their commitment to robust plan communication and education, an approach we at Compass Financial Partners believe is essential to improving a participant’s ability to retire with dignity.”
Winners will be announced at PSCA's 67th Annual National Conference September 16, 2014 in Miami FL which will focus this year on the latest industry innovations and trends. Bob Benish, President and Executive Director of the PSCA added, “We appreciate the generous time given by our volunteers on activities like judging Signature Awards. Through their efforts, we realize the true spirit of collaboration between financial service providers and plan sponsors to champion those best practices that will help millions of Americans save more for retirement.”
Plan Sponsor Council of America was established in 1947, PSCA is a national, non-profit trade association of 1,200 companies and over six million plan participants. PSCA represents its members' interests to federal policymakers and offers practical, cost-effective assistance with profit sharing, 401(k) and 403(b) plan design, administration, investment, compliance, and communication. PSCA's services are tailored to meet the needs of both large and small companies as well as non-profits and associations. Members range in size from Fortune 100 firms to small, entrepreneurial businesses, to Healthcare organizations.
About Compass Financial Partners, LLC
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.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), a top RIA custodian and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.