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How Well is Your 401(k) Plan Doing its Job?

Business owners are presented with opportunities and decisions every day. How to serve your customers and grow your market, while still investing in your business and employees? We understand the challenges and view the 401(k) plan as a fundamental tool to attract, motivate and retain talented professionals. In addition to offering your employees an important way to achieve financial security upon retirement, a well-designed 401(k) plan can offer tax benefits for business owners.

The 401(k) Plan Dilemma:

Faced with these situations, the value of the 401(k) plan being offered by an employer may be marginalized, and the anticipated benefits not realized.


Give Your 401(k) Plan a Promotion.

Let Compass Financial Management offer you, an employer, a comprehensive and proven approach to successfully managing a 401(k) plan for the collective benefit of all employees. We are an independent entity, not obligated to any bank, brokerage or insurance firm. Our 401(k) planning is, once again, guided only by our business principles.

The 401(k) Plan Solution: