Your organization’s 401(k) plan is an extremely important piece of your overall employee benefits package. The 401(k) marketplace have 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.

What we offer

Plan Review

Investment Policy Statement

Employee Education

We evaluate your plan’s current investments for return, risks and expenses and compare it 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 in accordance with 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 is 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

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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.

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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.

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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 cost to employers and employees.

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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.

Contact Us

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

Compass Capital Management

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

(931) 388-0752 info@compass401k.com