Compass Financial Partners Named the 2023 Retirement Plan Adviser of the Year Award-Winner in the Efforts in Diversity, Equity, & Inclusion (DEI) Category
Greensboro, NC – May 2023 – Compass Financial Partners was recently named the 2023 PLANADVISER Retirement Plan Adviser of the Year award winner in the Efforts in Diversity, Equity, and Inclusion (DEI) category. The winners were announced in six categories on Wednesday, May 10, 2023 at the annual PLANADVISER Industry Leader Awards dinner in New York City.
The finalists were chosen from a pool of adviser applications from around the country. From there, winners submitted profiles of their work and were interviewed by a group of judges that included 2022’s winning advisers and advisory firms.
Finalists in the DEI category were chosen for their success in addressing the financial services industry’s clear and present diversity problem, with a particular focus on the importance of creating equitable and fair workplaces.
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 and Charlotte. For more information, visit www.CompassFP.com.
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations.