Compass Financial Partners named to 2017 PLANADVISER Top 100 Retirement Plan Advisers

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Greensboro, NC – February 2017 – Compass Financial Partners is pleased to announce it has been named as one of the 2017 PLANADVISER Top 100 Retirement Plan Advisers.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under advisement (AUA), as well as the number of plans under advisement. Compass Financial Partners was recognized in the large teams segment based on its plan assets under advisement (AUA).

The Top 100 Retirement Plan Advisers is segmented into four groups based on the number of advisers and number of total employees including support staff: Individual advisers are one adviser with support staff; a small team comprises of two or more advisers and support staff, the total not exceeding 10; a large team is a group of 11 to 35 advisers and support staff; mega teams have 36 or more team members.

To qualify for a particular segment individuals needed to advise a minimum of 110 plans or $900 million in retirement plan AUA; small teams had to advise at least $1.8 billion in retirement plan assets or more than 125 plans; large teams needed $4 billion or more in retirement plan AUA or 180 or more plans; and mega teams had to oversee at least $12 billion in retirement plan AUA or more than 250 plans.

The 2017 PLANADVISER Top 100 Retirement Plan Advisers list was printed in the January–February issue of PLANADVISER magazine, and the advisers named to the list will also be honored at the annual PLANSPONSOR/ PLANADVISER Awards for Excellence dinner on March 30.

 


PLANADVISER Top 100

The PLANADVISER Top 100 Retirement Plan Advisers list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. For an adviser to be eligible for recognition in this year’s Top 100, he had to submit a completed entry to the 2016 Retirement Plan Adviser Survey, which was fielded this past September. A sub-segment of the questions was used to determine eligibility for the Top 100.

 


PLANADVISER

Through its magazine, website, events and email newsletter, PLANADVISER, a part of Strategic Insight, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit and deferred compensation plans. For more information, please visit www.planadviser.com.

 


Compass Financial Partners

We love what we do.  WE PAVE THE PATH TO THE FUTURE.

A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh, Charlotte and Winston-Salem.  For more information, visit www.CompassFP.com

PLANADVISER is a separate entity from Compass Financial Partners and LPL Financial.

*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.