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.

Compass Financial Partners | MMA Named to NAPA’s Top DC Advisor Teams

Greensboro, NC – Compass Financial Partners, a Marsh & McLennan Agency LLC Company has been named to the 2024 National Association of Plan Advisors’ (NAPA) Top DC Advisor Teams list.

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.

Compass Financial Partners Named to P&I Top Consultants

Greensboro, NC – November 2023 – Compass Financial Partners, a Marsh & McLennan Agency LLC Company has been named to Pensions & Investments 2023 Top Consultants ranking in the Top 100 at number 44. The Top Consultants is a listing of investment management consulting firms based on assets under advisement.

Kathleen Kelly Named to the 2023 NAPA Top Women Advisors List

Greensboro, NC – October 2023 – Kathleen Kelly has been recognized as a 2023 Top Women Advisor by NAPA Net, the editorial arm of the National Association of Plan Advisors (NAPA).

Compass Financial Partners Named the 2023 Retirement Plan Adviser of the Year Award-Winner in the Efforts in Diversity, Equity, & Inclusion (DEI) Category

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.

BARRON’S RECOGNIZES COMPASS FINANCIAL PARTNERS AS A TOP INSTITUTIONAL CONSULTANT

Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its eighth annual Top 100 Institutional Consultants list which features firms that are among the best in the nation in guiding institutional investing, including foundations, endowments, pension, and defined-contribution plans.

Compass Financial Partners named to 2023 PLANADVISER Top Retirement Plan Advisers

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.

Compass Financial Partners Named to NAPA’s Top DC Advisor Teams

Compass Financial Partners in Greensboro, North Carolina has been named to the 2022 National Association of Plan Advisors (NAPA) Top DC Advisor Firms list. The NAPA Top DC Advisor Teams list highlights the nation’s leading retirement plan advisor firms.

TAPO Kathleen Kelly Adds Insight to Case Study of $2B Lenovo 401k Plan

Here at 401k Specialist, we’re proud of all our Top Advisor by Participant Outcomes (TAPO) honorees over the years, so it caught our attention when we saw July 2019 TAPO honoree Kathleen Kelly of Compass Financial Partners, a Marsh & McLennan Agency LLC company, featured in the new edition of The Participant, State Street Global Advisors’ flagship retirement publication.

Marsh & McLennan Agency Acquires Compass Financial Partners

Marsh & McLennan Agency LLC (MMA), the middle market subsidiary of Marsh, today announced the acquisition of Compass Financial Partners, a Greensboro, North Carolina-based retirement consulting and investment advisory firm. Terms of the acquisition were not disclosed.

Kathleen Kelly participates in State Street Webinar “Evolving the DC Experience”

During this one hour webinar, State Street moderates a conversation between senior leaders at Compass Financial Partners, Lenovo and the State of Indiana. Setting the stage with findings from our 2020 Global Retirement Reality Report, the conversation focuses on a more dimensional approach to participant engagement. The panel also concludes that participants are paying attention in way they hadn’t been pre-pandemic, affording sponsors and advisors the opportunity to make a meaningful impact on employees’ retirement future.

Named to the 2020 Financial Times 401 Top Retirement Plan Advisers

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.

Kathleen Kelly Featured on 401kTV

At the conclusion of a Plan Sponsor University (TPSU) Fiduciary Education Program held at Wake Forest University in August, TPSU Founder and CEO, Fred Barstein spoke with TPSU Adjunct Lecturer, Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners. Ms. Kelly spent time discussing a few of the “Ten Things You Might Be Doing Wrong (or Not Doing Right)”, that she reviewed with plan sponsors earlier that day. It was an educational exchange between Ms. Kelly and Mr. Barstein. Learn why Fiduciary Governance, Fee Analysis, Committee Structure, Share Class variation and Measuring Outcomes rank high on the list of Fiduciary Mistakes.

Kathleen Kelly Appointed to WSSU Board of Trustees

Greensboro, NC. – The University of North Carolina Board of Governors has appointed Kathleen Kelly as a member to the Winston-Salem State University Board of Trustees.  The WSSU Board of Trustees serves as advisor to the Board of Governors on matters pertaining to WSSU and also serves as advisor to the Chancellor concerning the management and development of the institution. It is comprised of 13 members with eight members elected by the UNC Board of Governors and four appointed by the governor. The Student Government Association president serves an ex officio member.

Kelly Named as Delegate to NAPA DC Fly-In Forum

Greensboro, NC – Kathleen Kelly of Compass Financial Partners recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

Compass Financial Partners Named to NAPA’s Inaugural Top DC Advisor Firms

Greensboro, NC – September 2017 – Compass Financial Partners in Greensboro, North Carolina has been named to the National Association of Plan Advisors (NAPA) inaugural Top DC Advisor Firms list. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.

Compass Named A Finalist For The 2017 Plansponsor Retirement Plan Adviser Of The Year Award

Greensboro, NC – Compass Financial Partners is pleased to announce it has been named as one of the finalists for the 2017 PLANSPONSOR Retirement Plan Adviser of the Year award in the LARGE TEAM category.