Compass Financial Group
Compass Financial Group
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  • Home
  • About Us
    • Our Team
    • Independent RIA
    • Regulatory Documents
    • Contact US
  • Services
    • Overview
    • Life Insurance
    • Individual Investments
    • Employer Sponsored Plans
    • Blog
  • Account Access
    • Morningstar Office
    • Vanguard 401k
    • Retirement LLC 401(K)
    • TD Ameritrade
    • TD Ameritrade - Android
    • TD Ameritrade - Apple
    • Bloomwell 529 Plan
  • Dave Ramsey
    • Dave Ramsey
  • Contact US

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Employer Sponsored Plans

Types of Plans

Why Compass Financial?

Why Compass Financial?

401(K), 403(B) with or without ERISA, SIMPLE IRA, SEP IRA, Profit Sharing Plans, Cash Balance Plans

Why Compass Financial?

Why Compass Financial?

Why Compass Financial?

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. 

Education, Simplification, Organization

Education, Simplification, Organization

Education, Simplification, Organization

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. 

What company do you use?

Education, Simplification, Organization

Education, Simplification, Organization

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.​​ 

401(K) Plan Provider

Why a 401(K)

Locally Owned. Locally Operated.

So What’s The Plan?

The majority of employees in America rely on their 401(k) plans at work as their primary vehicle for retirement savings. Unfortunately, criticisms of 401(k) plans are common, with many employees and employers complaining about their high costs and expenses, poor investment options, and lack of help and direction in setting up a reasonable retirement savings plan. 

So What’s The Plan?

Locally Owned. Locally Operated.

So What’s The Plan?

 Helping your employees plan for their future means more than just offering a 401(k) plan. For example:​

  1. Have your employees actually met their 401(k) agent face-to-face?
  2. ​Do your employees have access to the most appropriate funds for their financial success?
  3. Do your employees have financial goals—and a personalized plan to achieve those goals?

If the answer to these questions is no, it may be time to consider a team that will make your employees a priority—and help them plan for a future they can look forward to.

Locally Owned. Locally Operated.

Locally Owned. Locally Operated.

Locally Owned. Locally Operated.

 When your employees need help with their 401(k) plan, they don’t want to call a giant call center. They want real, in-person help from someone who cares about them. Compass Financial is locally owned and operated in Sioux Falls, South Dakota, and our agents are always available to meet with clients face-to-face.  

Sincere Care. Superior Service.

Outstanding 401(k)s with Vanguard.

Locally Owned. Locally Operated.

Some people like signing up with a big-name financial planning service that sends an automated email update once a year. Others know that the best kind of service is the kind that’s customized for their specific needs. At Compass Financial, we take a personal interest in each of our clients and provide advice based on your unique circumstances. We don’t just say we care—we are truly invested in your financial success.​ 

Outstanding 401(k)s with Vanguard.

Outstanding 401(k)s with Vanguard.

Outstanding 401(k)s with Vanguard.

Are you paying high annual fees or using expensive investments?  Through a longstanding relationship with Vanguard, Compass Financial offers Vanguard Target Retirement funds— some of the top-rated funds available. When you partner with Compass for your 401(k), you get high quality funds at a low cost from a name you can trust. It’s more than just the best—it’s Vanguard.​   

​Service. Experience. Excellence.

Outstanding 401(k)s with Vanguard.

Outstanding 401(k)s with Vanguard.

Our office has more than 40 years of combined experience. But what does that really mean? It means the team at Compass Financial knows what it takes to give each of your employees the guidance and insight that‘s right for them. From 401(k)s to IRAs, we have experience where it matters. 

Copyright © 2023 Compass Financial Group - All Rights Reserved.
 

Compass Financial Group, INC 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.  Investment advisory services are offered through Compass Financial Group, INC.  Insurance products and services are offered separately through individual licensed and appointed agents.

 Compass Financial Form CRS Relationship Summary  


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