HUB International

Compass Benefit Partners is an independent consulting firm that specializes in retirement plans. We provide consulting services to private, non‐profit and government retirement plans to assist them in evaluating their fiduciary responsibilities. We maintain ongoing due diligence to assure the highest level of services at a competitive price. Independence is the hallmark for the consultants of Compass Benefit Partners. This means that we have no proprietary products and are not tied to any particular vendor. We strive to maintain a clear and conflict free operation. Our history and experience allows us to bring world‐class resources to our clients. Each principal of Compass Benefit Partners has a long and distinguished history in the retirement plan market. We have a pension actuary on the team as well as two officers from nationally recognized retirement plan companies. Our Partners are highly connected with senior level leaders of major retirement plan service providers. Our team holds the most prestigious industry credentials and designations: Accredited Investment Fiduciary (AIF®), CERTIFIED FINANCIAL PLANNER (CFP®), Certified Fund Specialist (CFS®), Associate of the Society of Actuaries (ASA), and are active in the financial service community. Our comprehensive process is designed to help you determine if the plan is performing optimally within the guidelines of the rules and regulations of the Department of Labor (DOL) and Internal Revenue Service (IRS). As you are probably aware, the rules and regulations are changing rapidly which has been the reason for us to develop a service model that is pro‐active by nature and defendable during an audit. We recognize that plan sponsors need a new kind of assistance when it comes to offering a retirement plan. Compass Benefit Partners is uniquely positioned to provide the level of support and service clients are looking for.