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.
Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in- Chief of NAPA- Net, which compiled the listing states “As the nation’s leading voice for retirement plan advisors, we are pleased to highlight the contributions these firms are making in helping build a more financially secure retirement for millions of Americans.”
The inaugural list of NAPA’s Top DC Advisor Firms, which will be published in the winter issue of NAPA Net the Magazine, is available online at napa-net.org/top- dc-advisor- firms/. Honorees were selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.
About Compass Financial Partners, LLC
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association. The American Retirement Association, based in the Washington, D.C. area, is a non-profit professional organization established to educate all types of retirement plan professionals, and to preserve and enhance the employer-based retirement plan system as part of the development of a cohesive and coherent national retirement income policy. The American Retirement Association is comprised of four premier retirement industry associations; the American Society of Pension Professionals & Actuaries (ASPPA), the ASPPA College of Pension Actuaries (ACOPA), the National Association of Plan Advisors (NAPA), and the National Tax-deferred Savings Association (NTSA). More information about NAPA is available at napa-net.org.
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 and Charlotte. For more information, visit www.CompassFP.com.