Resource Search Search by File Type PDF Links Forms Video Helpful Materials Summer Shorts Compass Coaching Series Helpful Materials New Client Forms Need to Know Webisodes Summer Shorts Need to Know Webisode #7 – Secure Act 2.0 September 2023 Updates Need to Know Webisode 7 – Secure Act 2.0 Secure Act 2.0 September 2023 Updates Compass Coaching Series #1: Intro Compass Coaching Series #1: Intro Intro to Your Plan Compass Coaching Series #2: Web Portal Compass Coaching Series #2: Web Portal The Compass Web Portal Compass Coaching Series #3: Eligibility and Entry Dates Compass Coaching Series #3: Eligibility and Entry Dates Eligibility and Entry Dates Compass Coaching Series #4: Employer Contributions Compass Coaching Series #4: Employer Contributions Employer Contributions Compass Coaching Series #5: Payroll and Retirement Plans Compass Coaching Series #5: Payroll and Retirement Plans Payroll and Retirement Plans Compass Coaching Series #6: Year End Responsibilities Compass Coaching Series #6: Year End Responsibilities Year End Responsibilities Need to Know Webisode #1 – Company Update Need to Know Webisode #1 Company Update Webisode: Company Update Need to Know Webisode #2 – Cash Balance Plans Need to Know Webisode #2 Cash Balance Plans Webisode: Cash Balance Plans Need to Know Webisode #3 – 401(k) Mistakes Need to Know Webisode #3 401(k) Mistakes Webisode: Breaking down common 401(k) mistakes Need to Know Webisode #4 Annual Plan Audits Need to Know Webisode #4 Annual Plan Audits Webisode: Successful Annual Plan Audits Need to Know Webisode #5 – Secure Act 2.0 Need to Know Webisode #5 Secure Act 2.0 Webisode: Secure Act 2.0 Need to Know Webisode #6 – Automatic Enrollment Need to Know Webisode #6 Automatic Enrollment Webisode: Automatic Enrollment New Client Census Template New Client Census Template Census Template Compass 3(16) Contribution Submission Process 3(16) Contribution Submission Process 3(16) Contribution Submission Process Transfer Plan Checklist Compass Transfer Plan Checklist 2024 Compass Transfer Plan Checklist 2024 Recurring Payment Auth Form Recurring Payment Auth Form Compass Authorization Form Plan Document & Set-Up Checklist Plan Document & Set-Up Checklist Compass Plan Document & Set-Up Checklist New Client Info Fillable Form New Client Info Fillable Form New Client Info Form Compass 360 New Group Plan Solution Compass 360 New Group Plan Solution Compass Group Plan Solution Potential Roth IRA Changes Potential Roth IRA Changes IRA Changes Changes to Form 5500 Proposed Changes to Form 5500 Proposed SECURE Act Changes Compliance Corner: Annual Data Requests Compliance Corner: Annual Data Requests Watch here Compliance Corner: Safe Harbor Non Elective Contribution Compliance Corner: Safe Harbor Non Elective Contribution Watch here Compliance Corner: ERISA Bonding Requirements Compliance Corner: ERISA Bonding Requirements Watch here Who is Compass? Who is Compass? Take a look at who we are and why we’re sticking to our day jobs! Compliance Corner: Qualified Automatic Contribution Arrangement Compliance Corner: Qualified Automatic Contribution Arrangement More About QACA Compliance Corner: Annual Plan Notices Compliance Corner: Annual Plan Notices Watch here Compliance Corner: Safe Harbor Match Compliance Corner: Safe Harbor Match Watch here Compliance Corner: Profit Sharing Tips Compliance Corner: Profit Sharing Tips Profit Sharing Tips Compliance Corner: Automatic Enrollment Compliance Corner: Automatic Enrollment More info on Automatic Enrollment Compliance Corner: 401(k) Plan Loans Compliance Corner: 401(k) Plan Loans 401(k) Plan Loans Small Business Tax Credits Small Business Tax Credits Small Business Tax Credits Annual Audit Annual Audit What to expect during an annual plan audit Compass Cash Balance Plan Compass Cash Balance Plan Compass Cash Balance Plan Compass Blog: ERISA Bonding Requirements Compass Blog: ERISA Bonding Requirements Compass Blog: ERISA Bonding Requirements Secure Act 2.0 Secure Act 2.0 Secure Act 2.0 Colorado State Sponsored Plans Colorado State Sponsored Plans Colorado State Sponsored Plans Simplifying Plan Notices Simplifying Plan Notices Retirement Plan Notices Descriptions Compass Brochure Compass Brochure Achieve Successful Retirement Plans Compass Safe Harbor Plans Compass Safe Harbor Plans Compass Safe Harbor Plans Compass 3(16) Fiduciary Services Compass 3(16) Fiduciary Services Compass 3(16) Fiduciary Services Compass Blog 401(k) Deferrals Compass Blog 401(k) Deferrals Compass Blog 401(k) Deferrals Next Entries »
Need to Know Webisode #7 – Secure Act 2.0 September 2023 Updates Need to Know Webisode 7 – Secure Act 2.0 Secure Act 2.0 September 2023 Updates
Compass Coaching Series #3: Eligibility and Entry Dates Compass Coaching Series #3: Eligibility and Entry Dates Eligibility and Entry Dates
Compass Coaching Series #4: Employer Contributions Compass Coaching Series #4: Employer Contributions Employer Contributions
Compass Coaching Series #5: Payroll and Retirement Plans Compass Coaching Series #5: Payroll and Retirement Plans Payroll and Retirement Plans
Compass Coaching Series #6: Year End Responsibilities Compass Coaching Series #6: Year End Responsibilities Year End Responsibilities
Need to Know Webisode #1 – Company Update Need to Know Webisode #1 Company Update Webisode: Company Update
Need to Know Webisode #2 – Cash Balance Plans Need to Know Webisode #2 Cash Balance Plans Webisode: Cash Balance Plans
Need to Know Webisode #3 – 401(k) Mistakes Need to Know Webisode #3 401(k) Mistakes Webisode: Breaking down common 401(k) mistakes
Need to Know Webisode #4 Annual Plan Audits Need to Know Webisode #4 Annual Plan Audits Webisode: Successful Annual Plan Audits
Need to Know Webisode #5 – Secure Act 2.0 Need to Know Webisode #5 Secure Act 2.0 Webisode: Secure Act 2.0
Need to Know Webisode #6 – Automatic Enrollment Need to Know Webisode #6 Automatic Enrollment Webisode: Automatic Enrollment
Compass 3(16) Contribution Submission Process 3(16) Contribution Submission Process 3(16) Contribution Submission Process
Plan Document & Set-Up Checklist Plan Document & Set-Up Checklist Compass Plan Document & Set-Up Checklist
Compliance Corner: Safe Harbor Non Elective Contribution Compliance Corner: Safe Harbor Non Elective Contribution Watch here
Compliance Corner: ERISA Bonding Requirements Compliance Corner: ERISA Bonding Requirements Watch here
Compliance Corner: Qualified Automatic Contribution Arrangement Compliance Corner: Qualified Automatic Contribution Arrangement More About QACA
Compliance Corner: Automatic Enrollment Compliance Corner: Automatic Enrollment More info on Automatic Enrollment
Compass Blog: ERISA Bonding Requirements Compass Blog: ERISA Bonding Requirements Compass Blog: ERISA Bonding Requirements
