Greensboro, NC: October 2020 — Compass Financial Partners in Greensboro, North Carolina is pleased to announce that Managing Partner Kathleen Kelly has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
Applicants were required to advise at least $75 million in DC plan assets, they also have to have at least 20% of their client assets in DC plans. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
This year’s financial advisors hail from 41 states and Washington, D.C., forming an impressive group. The median DC plan assets administered by the 2020 FT 401 is $800 million, and DC plans account for an average of 86% of total client assets.
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.