Let us guide you to retirement plan success
Compass Retirement Consulting Group is dedicated to guiding clients toward retirement plan success through comprehensive financial services. Located in Stratham, NH, at 118 Portsmouth Avenue, Suite D201, Compass Retirement Consulting Group builds lasting partnerships with Plan Sponsors and Advisors, founded on mutual respect and trust.
Compass Retirement Consulting Group offers exceptional retirement plan design, actuarial services, 3(16) fiduciary services, and ongoing plan consulting. With a commitment to transparency and outstanding service, Compass Retirement Consulting Group aims to simplify the complexities of retirement planning, delivering customized, goal-driven, and cost-effective solutions. Additionally, you can find Compass Retirement Consulting Group at 20 Foundry Street, STE 2, Concord, New Hampshire.
Compass Retirement Consulting Group combines traditional values with innovative ideas to ensure long-term retirement plan success. The team's in-depth, consultative approach alleviates the burden on plan sponsors while helping participants achieve their retirement goals. We invite the manager of Compass Retirement Consulting Group to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's presence and reach.
Compare Compass Retirement Consulting Group with 3 companies in Financial-Services
| Comparison Field |
Compass Retirement Consul...Main Company |
NEPC, LLCView Profile |
PCS RetirementView Profile |
First AssistanceView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1986 | 2001 | 1992 |
|
Company Size
|
— | 201-500 | 201-500 | 11-50 |
|
City
|
Stratham, NH | Boston, Massachusetts | Philadelphia, PA | |
|
Country
|
United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
16 Total Skills
Retirement Planning
Financial Services
Actuarial Services
Fiduciary Services
Retirement Plan Design
401(k) Plans
Wealth Management
Third Party Administration
Corporate retirement plan consulting & design
Defined Contribution
Defined Benefit
3(16) Fiduciary
TPA
Safe Harbor Plans
401(k)
Actuary
|
10 Total
10 Unique
Unique Skills:
Corporate
Endowments & Foundations
Healthcare
Insurance
Investment Consulting
OCIO
+4
|
16 Total
2 Common
14 Unique
Match
13%
Common Skills:
Retirement Planning
Wealth Management
Unique Skills:
403(b)
457
Asset Management
Cash Balance
Daily valuation recordkeeping of open architecture 401(k)
Fiduciary Protection
+8
|
6 Total
6 Unique
Unique Skills:
3rd Party Administration
Assistance
Business Assistance
Claims Management
Cost Containment
Emergency Assistance
|
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