Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

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Compass Financial Partners | MMA Winner of Pensions & Investments’ 2024 Eddy Awards

Greensboro, NC – March 2024 – Compass Financial Partners | MMA, in collaboration with their retirement plan sponsor client, Polaris, has been recognized for achieving industry best practices in 2023 by winning the Eddy Award from Pensions & Investments (P&I) for the Financial Wellness Category. The P&I Eddy Awards were created over 25 years ago to identify and reward the best practices in providing investment education to defined contribution plan participants.

The Eddy Awards recognize excellence in education and communication plans across various categories. Compass Financial Partners’ efforts to promote Polaris’ retirement program secured the top spot in the Financial Wellness Category. This achievement is a testament to our commitment to promoting financial well-being and providing valuable services to our clients.

Managing Partner, Kathleen Kelly, notes that this award stands out for Compass. “Accepting this prestigious award in partnership with our client Polaris, for delivering an exceptional financial wellness program is truly an honor. It underscores our commitment to empowering individuals to achieve their financial goals and secure their future. I am deeply grateful for the recognition and proud of the impact our efforts have made in fostering financial stability and well-being.”

Compass Financial Partners is honored to receive this award and will continue to strive for excellence in delivering comprehensive financial solutions to our partners.

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. Compass Financial Partners, A Marsh & McLennan Agency LLC Company, did not pay to participate or display the award.