Compass Financial Partners named to 2023 PLANADVISER Top Retirement Plan Advisers
Greensboro, NC – April 2023 – Compass Financial Partners is pleased to announce it has been named as one of the 2023 PLANADVISER Top Retirement Plan Advisers*.
Annually, PLANADVISER magazine recognizes the top quantitative standouts from their Retirement Plan Adviser Survey with the Top Retirement Plan Advisers distinction. The list includes advisers who are evaluated according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement.
Advisers named to the list will be honored at the annual PLANADVISER Industry Leaders Awards celebration on May 10th, in New York City.
*The team at Compass has been previously named to the 2016-2022 PLANADVISER Top Retirement Plan Advisers listings.
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.
The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
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.