Greensboro, NC: March 2020 - Compass Financial Partners in Greensboro, North Carolina has been named to the National Association of Plan Advisors (NAPA) 2019 Top DC Advisor Multi-Office Firms list. The NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement.

This year’s list is based on self-reported defined contribution (DC) assets under advisement (AUA) as of December 31, 2019 for the organizations that submitted data. Firms considered for inclusion must have more than a single office/physical location and have more than $1 billion in AUA as of December 31, 2019.

This year’s list represents more than $2 trillion in DC assets under advisement, nearly 125,000 plans, and more than 23 million participants. NAPA stated, ”… the reality is that advisors are having a huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”

The list of 2019 Top DC Multi-Office Firms will be published in the Spring Issue of NAPA Net the Magazine.

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 and Charlotte.  For more information, visit www.CompassFP.com.