Compass Capital Management
Compass Capital Management
  • Home
  • About
  • Services
    • Financial Planning
    • Guided Wealth Portfolios
    • Business Solutions
  • Contact
  • Schedule Meeting
  • Client Login
  • More
    • Home
    • About
    • Services
      • Financial Planning
      • Guided Wealth Portfolios
      • Business Solutions
    • Contact
    • Schedule Meeting
    • Client Login
  • Home
  • About
  • Services
    • Financial Planning
    • Guided Wealth Portfolios
    • Business Solutions
  • Contact
  • Schedule Meeting
  • Client Login

Business Solutions

Your organization’s 401(k) plan is an extremely important piece of your overall employee benefits package. The 401(k) marketplace has had many changes over the past several years. This means that there is a greater need for oversight, monitoring, and overall compliance. 


Our goal is to help improve the cost-effectiveness and performance of your retirement and savings offerings.

Find out more

What we offer

Plan Review

Investment Policy Statement

Employee Education

We evaluate your plan’s current investments for return, risks, and expenses and compare them to other options that may be available.

Employee Education

Investment Policy Statement

Employee Education

We conduct at least one educational meeting annually in the form of a seminar for all employees.

Investment Policy Statement

Investment Policy Statement

Investment Policy Statement

We help you develop an Investment Policy Statement that is consistent with ERISA §404(c) and drafted per the fiduciary standards applicable to qualified retirement plans.

Investment Selection

Investment and Plan Monitoring

Investment Policy Statement

We provide an appropriate range of asset classes or investment categories that will satisfy the “broad range” criteria of the Department of Labor regulations and that are consistent with the investment needs of your employees.

Investment and Plan Monitoring

Investment and Plan Monitoring

Investment and Plan Monitoring

We continue to subject your plan’s funds to a comprehensive performance attribution analysis to ensure that each investment continues to demonstrate the performance and asset class characteristics that it was selected to provide.

This information is not intended as ERISA, tax, or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

The advantage of working with compass capital management

Photo of green lights.

Simple Start

Dedicated Support

Dedicated Support

Getting started doesn't have to be hard. We have a launch tool that makes the onboarding process easy.

Photo of office staff working a phone bank.

Dedicated Support

Dedicated Support

Dedicated Support

We will work with you to ensure that you and your team get the most out of our services. From launching the program to supporting your team, we are with you every step of the way.

Photo of person figuring our a budget holding a pen and typing on a calculator.

Competitive Pricing

Competitive Pricing

Competitive Pricing

We believe pricing should be simple, straightforward, and easy to understand. Our pricing structure is built for transparency with the goal of reducing the cost to employers and employees.

Photo of people looking at a pie chart on a computer screen.

Employee Education

Competitive Pricing

Competitive Pricing

With our easy-to-understand materials, tools, and plans, we will help you to reach your employees and aim to maximize their individual retirement plans, regardless of the size and type of your business.

Subscribe now to our newsletter

Contact Us

Contact us today. We would love the opportunity to be your trusted financial advisor.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Compass Capital Management

813 S Garden St, Suite B, Columbia, Tennessee 38401, United States

(931) 388-0752 info@compass401k.com

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Compass Capital Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:

AL, AR, CO, CT, DE, FL, GA, IA, IL, IN, KS, LA, MI,  MO, MD, MS, NC, ND, NM, NY, PA, SC, TN, TX, VA


Copyright © 2020 Compass Capital Management - All Rights Reserved.


  • Home
  • About
  • Financial Planning
  • Guided Wealth Portfolios
  • Business Solutions
  • Contact
  • Schedule Meeting
  • Client Login

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. 

Accept