Notes
Remember that college friend who always had the best, clearest notes and was willing to share them with you? Well, hello and welcome to your new favorite corner of the internet.
Here, you’ll find a collection of helpful video transcripts and bullet points. Why? Because when you’re watching an educational video, it is difficult to listen and take notes at the same time.
We’ve done the hard work for you because our goal at Compass is to make your job easier. Peruse our notes and transcripts from our videos on important retirement planning topics from Annual Plan Notices to Automatic Enrollment to Annual Plan Audits, and beyond
Compass Coaching Series #6: Year-End Responsibilities
Welcome to the Compass Coaching Series. These short videos are designed to be non-technical in nature. For more in-depth questions and knowledge, please contact our team here at Compass directly. The sixth section in our Compass Coaching Series is year-end...
Compass Coaching Series #5: Payroll and Retirement Plans
Welcome to the Compass Coaching Series. These short videos are designed to be non-technical in nature. For more in-depth questions and knowledge, please contact our team here at Compass directly. The fifth section in our Compass Coaching Series is Payroll and...
Compass Coaching Series #4: Employer Contributions
Welcome to the Compass Coaching Series. These short videos are designed to be non-technical in nature. For more in-depth questions and knowledge, please contact our team here at Compass directly. The fourth section in our Compass Coaching Series is Employer...
Compass Coaching Series #3: Eligibility and Entry Dates
Welcome to the Compass Coaching Series. These short videos are designed to be non-technical in nature. For more in-depth questions and knowledge, please contact our team here at Compass directly. The third section in our Compass Coaching Series is Eligibility and...
Compass Coaching Series #2: The Compass Web Portal
Welcome to the Compass Coaching Series. These short videos are designed to be non-technical in nature. For more in-depth questions and knowledge, please contact our team here at Compass directly. The second section in our Compass Coaching Series is the Compass Web...
Compass Coaching Series #1: Intro to Your Plan
Welcome to the Compass Coaching Series, an educational series for those new to operating a retirement plan or for those taking over responsibility for a plan that they are not familiar with. These short videos and accompanying text and audio are designed to be...