401(K), 403(B) with or without ERISA, SIMPLE IRA, SEP IRA, Profit Sharing Plans, Cash Balance Plans
We help you understand what type of plan meets your goals. There are many types of retirement plans each one a little different than the other. From complex 401(k)s to Simple IRAs with minimal paperwork and expenses. We can help you understand the differences and which one best fits for your company and its employees.
One of our primary goals is to educate you on what you are offering as far as a retirement plan. There are so many facets to the different types of retirement plans is nearly impossible to keep track of them all. We try to simplify and organize your financial situation to help you better understand each area and make the most of your retirement plan without adding stress and complications to you or your employees.
We utilize many different companies as each plan can be offered in different ways. For Simple IRAs we use TD Ameritrade and the thousands of mutual funds and ETFs available to fit each employee's desires for investing. For 401(k)s we use the Vanguard 401(k) platform because it is well maintained and Vanguard has some of the lowest fees available.
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Compass Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.