Resource Search

Summer Shorts: Catch-Up Contributions Update

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/_Foh_W3Bs04” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/_Foh_W3Bs04” target=”_blank” rel=”noopener”>Catch-Up Contributions Update</a></h6> <a href=”https://youtu.be/_Foh_W3Bs04” target=”_blank” rel=”noopener”>Catch-Up Contributions</a></td> </tr> 

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Summer Shorts: Federal Government Credits

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/W_lzXB1KbU8” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/W_lzXB1KbU8” target=”_blank” rel=”noopener”>Federal Government Credits</a></h6> <a href=”https://youtu.be/W_lzXB1KbU8” target=”_blank” rel=”noopener”>Federal Government Credits</a></td> </tr> 

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Summer Shorts: Census Data API

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/8nrmwB3xs8A” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/8nrmwB3xs8A” target=”_blank” rel=”noopener”>Census API</a></h6> <a href=”https://youtu.be/8nrmwB3xs8A” target=”_blank” rel=”noopener”>Census Data API</a></td> </tr> 

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Summer Shorts: Annual Notices

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/34Ceslinaf4” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/34Ceslinaf4” target=”_blank” rel=”noopener”>Annual Notices</a></h6> <a href=”https://youtu.be/34Ceslinaf4” target=”_blank” rel=”noopener”>Annual Notices</a></td> </tr> 

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Summer Shorts: Hardship Distributions

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/hSg1HmYOp4s” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/hSg1HmYOp4s” target=”_blank” rel=”noopener”>Hardship Distributions</a></h6> <a href=”https://youtu.be/hSg1HmYOp4s” target=”_blank” rel=”noopener”>Hardship Distributions</a></td> </tr> 

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Summer Shorts: Forfeiture Accounts

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/KWwAsu3HRk8” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/KWwAsu3HRk8” target=”_blank” rel=”noopener”>Forfeiture Accounts</a></h6> <a href=”https://youtu.be/KWwAsu3HRk8” target=”_blank” rel=”noopener”>Forfeiture Accounts</a></td> </tr> 

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Summer Shorts: Census Data

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/r9wUODvHhrk” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/r9wUODvHhrk” target=”_blank” rel=”noopener”>Census Data</a></h6> <a href=”https://youtu.be/r9wUODvHhrk” target=”_blank” rel=”noopener”>Census Data</a></td> </tr> 

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Summer Shorts: Beneficiary Designations

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/5KdCEukWg48” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/5KdCEukWg48” target=”_blank” rel=”noopener”>Automatic Enrollment</a></h6> <a href=”https://youtu.be/5KdCEukWg48” target=”_blank” rel=”noopener”>Beneficiary Designations</a></td> </tr> 

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Need to Know 15: AI in Retirement Plans

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/1lAsJYfZNtI” target=”_blank”
rel=”noopener”><img class=”resource-video”
src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”https://youtu.be/1lAsJYfZNtI” target=”_blank” rel=”noopener”>Need to Know Webisode 15 – AI in Retirement Plans</a></h6>
<a href=”https://youtu.be/1lAsJYfZNtI” target=”_blank” rel=”noopener”>AI in Retirement Plans</a></td>
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Need to Know Secure Act 2.0 Plan Document Amendments

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/FWca6Ltn4mE” target=”_blank”
rel=”noopener”><img class=”resource-video”
src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
</td>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”https://youtu.be/FWca6Ltn4mE” target=”_blank” rel=”noopener”>Need to Know Webisode: Secure Act 2.0 Update</a></h6>
<a href=”https://youtu.be/FWca6Ltn4mE” target=”_blank” rel=”noopener”>Plan Document Amendments</a></td>
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Roth Catch-Up Rules

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/ROTH-Catch-Up-Rules.pdf” target=”_blank”
rel=”noopener”><img class=”resource-pdf”
src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”http://compass-cg.com/wp-content/uploads/2023/07/ROTH-Catch-Up-Rules.pdf” target=”_blank” rel=”noopener”>Roth Catch-Up Guidelines</a></h6>
<a href=”http://compass-cg.com/wp-content/uploads/2023/07/ROTH-Catch-Up-Rules.pdf” target=”_blank” rel=”noopener”>Roth Catch-Up Rules</a></td>
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2026 COLA Adjustments

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-COLA-2026.pdf” target=”_blank”
rel=”noopener”><img class=”resource-pdf”
src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-COLA-2026.pdf” target=”_blank” rel=”noopener”>COLA 2026 Adjustments</a></h6>
<a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-COLA-2026.pdf” target=”_blank” rel=”noopener”>Compass COLA 2026 Adjustments</a></td>
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Need to Know Special Update Roth Catch-Up Rules

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/U-VDXQ_rAoo?si=_pF3hdsZ49wJyVR2″ target=”_blank”
rel=”noopener”><img class=”resource-video”
src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”https://youtu.be/U-VDXQ_rAoo?si=_pF3hdsZ49wJyVR2″ target=”_blank” rel=”noopener”>Need to Know Webisode: Special Update</a></h6>
<a href=”https://youtu.be/U-VDXQ_rAoo?si=_pF3hdsZ49wJyVR2″ target=”_blank” rel=”noopener”>Roth Catch-Up Rules</a></td>
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Roth Catch-Up Alert

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Roth-Catch-Up-Alert.pdf” target=”_blank”
rel=”noopener”><img class=”resource-pdf”
src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=””
width=”100″ height=”100″ /></a></h6>
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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a
href=”http://compass-cg.com/wp-content/uploads/2023/07/Roth-Catch-Up-Alert.pdf” target=”_blank” rel=”noopener”>Compliance Alert: Roth Catch-Up</a></h6>
<a href=”http://compass-cg.com/wp-content/uploads/2023/07/Roth-Catch-Up-Alert.pdf” target=”_blank” rel=”noopener”>Roth Catch-Up Alert</a></td>
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PEP Players & Roles

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/PEP-Key-Players.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/PEP-Key-Players.pdf” target=”_blank” rel=”noopener”>PEP Players</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/PEP-Key-Players.pdf” target=”_blank” rel=”noopener”>Key Players & Roles</a></td> </tr> 

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Annual Census Data

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Annual-Census-Data.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Annual-Census-Data.pdf” target=”_blank” rel=”noopener”>Annual Census Data</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/Annual-Census-Data.pdf” target=”_blank” rel=”noopener”>Annual Census Data</a></td> </tr> 

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PEP Roles & Responsibilities

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<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-PEP-Roles-Responsibilities.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-PEP-Roles-Responsibilities.pdf” target=”_blank” rel=”noopener”>PEP Roles & Responsibilities</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-PEP-Roles-Responsibilities.pdf” target=”_blank” rel=”noopener”>

Compass PEP Roles & Responsibilities

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Summer Shorts: Auto Enrollment

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/ns9P4uX4Omo” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/ns9P4uX4Omo” target=”_blank” rel=”noopener”>Automatic Enrollment</a></h6> <a href=”https://youtu.be/ns9P4uX4Omo” target=”_blank” rel=”noopener”>Automatic Enrollment</a></td> </tr> 

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Summer Shorts: Catch-Up Contributions

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/-2gGsuAV4cs” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

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<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/-2gGsuAV4cs” target=”_blank” rel=”noopener”>Catch-Up Contributions</a></h6> <a href=”https://youtu.be/-2gGsuAV4cs” target=”_blank” rel=”noopener”>Catch-Up Contributions</a></td> </tr> 

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Summer Shorts: Minimum Distributions

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/2QqCxI5hxao” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/2QqCxI5hxao” target=”_blank” rel=”noopener”>Required Minimum Distributions</a></h6> <a href=”https://youtu.be/2QqCxI5hxao” target=”_blank” rel=”noopener”>Required Minimum Distributions</a></td> </tr> 

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Summer Shorts: Form 8955 SSA

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<h6 style=”font-size: 18px;”><a href=”https://youtu.be/t_BCG72Y9XA” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/t_BCG72Y9XA” target=”_blank” rel=”noopener”>Form 8955 SSA</a></h6> <a href=”https://youtu.be/t_BCG72Y9XA” target=”_blank” rel=”noopener”>Form 8955 SSA</a></td> </tr> 

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Summer Shorts: Self-Certification

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<td style=”width: 20%;”> 

<h6 style=”font-size: 18px;”><a href=”https://youtu.be/fYSxiD_3fkI” target=”_blank” rel=”noopener”><img class=”resource-video” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/Video-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”https://youtu.be/fYSxiD_3fkI” target=”_blank” rel=”noopener”>Hardship Self-Certification</a></h6> <a href=”https://youtu.be/fYSxiD_3fkI” target=”_blank” rel=”noopener”>Hardship Self-Certification</a></td> </tr> 

</tbody> 

</table>

New Payroll Company

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<td style=”width: 20%;”> 

<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Guide-to-New-Payroll-Company.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Guide-to-New-Payroll-Company.pdf” target=”_blank” rel=”noopener”>

Guide to New Payroll Company

</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Guide-to-New-Payroll-Company.pdf” target=”_blank” rel=”noopener”>

How to Update to a New Payroll Company

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</table>

New Distribution Options

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<tbody> 

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<td style=”width: 20%;”> 

<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-New-Distribution-Options-2025.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-New-Distribution-Options-2025.pdf” target=”_blank” rel=”noopener”>

New Distribution Options

</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-New-Distribution-Options-2025.pdf” target=”_blank” rel=”noopener”>

Compass New Distribution Options 2025

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</table>

Plan Design Checklist

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<tbody> 

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<td style=”width: 20%;”> 

<h6 style=”font-size: 18px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Plan-Design-Checklist.pdf” target=”_blank” rel=”noopener”><img class=”resource-pdf” 

src=”http://compass-cg.com/wp-content/uploads/2023/07/PDF-150×150.png” alt=”” width=”100″ height=”100″ /></a></h6> 

</td> 

<td style=”width: 80%; padding: 5px;”> 

<h6 style=”font-size: 18px; color: #ffffff; padding-bottom: 8px; margin-top: 20px;”><a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Plan-Design-Checklist.pdf” target=”_blank” rel=”noopener”>Plan Design Checklist</a></h6> <a href=”http://compass-cg.com/wp-content/uploads/2023/07/Compass-Plan-Design-Checklist.pdf” target=”_blank” rel=”noopener”>Compass Plan Design Checklist</a></td> </tr> 

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