Your Compass

We hold ourselves to the highest levels of excellence so that we can make your job easier. What makes us the gold standard? We’re committed to (some might say obsessed with) helping you achieve retirement plan success.

Our core pillars and what we believe

Who is Compass?

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.

Our tried and true method combines our traditional values, innovative ideas and the hardest working team to ensure long-term plan success.

Learn more

Compass brochure

How to navigate Compass Services

Explore Our Services

We’ll chart your course to retirement plan success with one (or more) of our services.

Our in-depth, consultative approach ensures that we deliver a customized, goal-driven, cost-effective solution that eases the burden for Plan Sponsors and helps participants reach their retirement goals.

Discover Our Services

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Benefits of working with Compass

Our Team

Our highly experienced team has worked with many industries, from Fortune 500 companies to professional services firms, and from retail stores to non-profit organizations. Whatever business you’re in—no matter the location, size, or number of employees—we can help you.

Meet our team

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