Welcome to our resource and knowledge center (read: we did the leg work for you.)  

If you’re looking for new client forms, the latest legislative news or more general information and insights — you’re in the right place. We’re constantly sourcing, curating and updating the latest and most pertinent information to make your job easier. 

Can’t find a piece/form that you need? Drop us a line and we’ll help you out. 

Need to Know Webisode #2 - Cash Balance Plans

Compass 3(16) Fiduciary Services

Compass Safe Harbor Plans

Compass Blog 401(k) Deferrals

Compliance Corner: Profit Sharing Tips

Compliance Corner: Automatic Enrollment

Compass Cash Balance Plan

Compass Blog: Bonding Requirements

Compliance Corner: Qualified Automatic Contribution Arrangement

New Client Info Form

Plan Document & Set-Up Checklist

Plan Document & Set-Up Checklist

Just like we go above and beyond for our clients, we proudly do the same for charities and non-profit organizations that are near and dear to our hearts. Here are just some of the outstanding groups that we’re honored to support.

Landmark School:

Serving students in grades 2 through 12 with dyslexia and other language-based learning disabilities, Landmark School helps students discover talents, cultivate strengths, conquer challenges, develop independence, and fulfill dreams.

Connor’s Climb Foundation:

Connor’s Climb Foundation is on a mission to provide suicide prevention education to New Hampshire youth and the community by raising awareness, reducing the stigma around mental health, and equipping youth, educators, and communities with tools and resources focused on the vulnerable age group of 10-24-year-olds.