Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

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Kathleen Kelly Named to 2024 PLANADVISER Top Retirement Plan Advisers

Greensboro, NC – March 2024 – Compass Financial Partners, a Marsh & McLennan Agency LLC Company is pleased to announce that Kathleen Kelly has been named as one of the 2024 PLANADVISER Top Retirement Plan Advisers*. Her outstanding achievements were recognized in the following categories: Qualified by Total Retirement Plans Under Advisement, Qualified by Total Retirement Plan Assets Under Advisement, Top 401(k) Plans, Top NQDC Plans and Women Advisers.

This designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.

In the second year of this iteration, the 2024 Top Retirement Plan Advisers list contains 263 advisers who stand out for their service of all types of retirement plans.

*Kathleen Kelly has been previously named to the 2022-2023 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.

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.