Team Member-Sharon Elwonger

Amanda L. Stevens

Director, Institutional Retirement Plan Consulting

Amanda Stephens, based in Raleigh, NC is a Director, Institutional Retirement Plan Consulting at Compass Financial Partners, a Marsh McLennan Agency LLC Company and a 20-year veteran of the financial services industry, specializing in the areas of retirement plan consulting & investment advisory services for qualified retirement plans, with a focus in supporting the needs of non-profit and higher education/K-12 organizations.

Amanda started her career at a national brokerage firm, and then began her focus exclusively in retirement plans when she joined CAPTRUST in 2007. During Amanda's time at CAPTRUST, she led the vendor due diligence team, acquiring extensive knowledge on recordkeepers services and capabilities, and negotiated plan fees through fee benchmarking and RFP's on behalf of Plan Sponsors. She was a frequent speaker at industry conferences on fiduciary governance for plan service providers. Amanda then spent 13 years at TIAA, dedicating her career to working with non-profit organizations to help design their retirement benefit plans. She helped her clients obtain numerous Pension & Investments Eddy awards* for their accomplishments in delivering improved financial wellness outcomes for their employees.

Amanda graduated Magna Cum Laude from Meredith College with a Bachelor of Science in Business Administration, a minor in Mathematics, and a concentration in Finance. In her spare time, Amanda enjoys traveling with her partner, Eric, and their four children.




Pensions & Investments delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money.

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 awards are judged by an independent panel of plan sponsors and consultants. The plans referenced above did not pay to participate in this award.

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