Named to the 2016 Financial Times 401 Top Retirement Plan Advisors
Greensboro, NC: September 15, 2016 – Compass Financial Partners in Greensboro, North Carolina has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
This is the second annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.
Financial advisers from across the broker-dealer and RIA channels applied for consideration, having met a set minimum of requirements. The applicants were then graded on seven criteria: DC assets under management; DC AUM growth rate; specialization in DC plans; years of experience; DC plan participation rate; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
Once again, the final FT 401 represents a cohort of elite advisers: the “average” adviser in this year’s FT 401 has 18 years of experience advising DC plans and manages $950 million in DC plan assets. The FT 401 advisers hail from 41 states and Washington, D.C., and DC plans on average account for 74% of their assets under management.
The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
About Compass Financial Partners, LLC
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.