At Compass, we are proud to be the gold standard in third party retirement administration, actuarial services, and ongoing retirement plan consulting. But how did we get here? Ours is a unique journey involving a shared passion, commitment to excellent customer service, and three quirky industry experts who want to make retirement planning more creative and enjoyable.

How It Started

While working with Fortune 500 companies and larger professional service firms, Ana, an Enrolled Actuary, saw a sizable gap in the retirement planning marketplace. It seemed that the biggest, most profitable companies had no problem setting up and maintaining retirement plans for their employees. But what about the smaller and midsize companies that were growing and evolving, who didn’t have the resources to offer cost-effective retirement plans? What about the service industry and retail and non-profit organizations that wanted to attract and keep top-notch talent, but knew they were competing against massive firms with superior benefits? Ana was inspired to fill the void and shake up the industry. 

Ana connected with Seth and Chris, two UNH alums and friends that were also rising the ranks in their respective territories. With Ana’s strong background and Chris and Seth’s experience and enthusiasm, the three geeked out and formed a plan to simplify the retirement planning process and create solutions for midsize firms. They joined forces to even the playing field, help ease the burden of Plan Administrators, and have a good time while doing it. Thus Compass was born, the champion for smaller and mid-size businesses that need a partner they can grow with, depend on, and trust.


How It’s Going

Fast forward fifteen years… what started as a smallish shop in New Hampshire has grown to a multi-state powerhouse. Compass now consists of three businesses: Compass Retirement Consulting Group, Compass 360, and Compass Worldwide. Don’t worry — we still don’t take ourselves too seriously (just take a look at our “other headshots”), but we are very serious about successful plan designs for our clients.

Even now as we continue to grow and expand into new territories, we’re still in essence a small, inspired crew that sticks to our core values:

  • Excellent Customer Service: Our clients’ happiness is our #1 priority
  • Trust: We promise to do right by you, every day and in every way
  • Honesty: We aren’t perfect, but we are transparent and 100% committed to our clients’ satisfaction
  • Industry Expertise: We use our collective, vast experience to bring more ideas to the table
  • New (Better) Ways of Thinking: We don’t settle for the norm, and we work hard(er) to bring you the best possible solutions and results

That’s our story — so far, at least. We built a firm to simplify the complex world of retirement plans, and we’re having a blast. (If retirement planning isn’t your idea of fun… give us a call.) Let us help navigate your success story. Whatever business you’re in — no matter the location, size, or number of employees — Compass can help you. We’ll focus on your future, so you can run your business. 

Our Mission: What we Stand For

At Compass, we think differently and work hard(er) to provide the best retirement plan design, actuarial services, 3(16) fiduciary services and ongoing plan consulting. We build long-term partnerships with Plan Sponsors and Advisors based on mutual respect and trust. We’re committed to transparency and exceptional service to make your job easier. Our in-depth, consultative approach ensures that we deliver a customized, goal-driven, cost-effective solution that eases the burden for the plan sponsor and helps participants reach their retirement goals. Our tried and true method combines our traditional values, innovative ideas and the hardest working team to ensure long-term retirement plan success. 

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