Compass Retirement Consulting Group

Compass Retirement Consulting Group Let us guide you to retirement plan success.

09/01/2026

Summer is winding down, and so is Summer Shorts Season 2! But don't forget: these short, sweet videos are helpful in any season. In this episode, Colleen shares what you need to know about Catch-Up Contributions, and you can catch up on every episode on our Resources page.

https://compass-cg.com/summer-shorts/

08/28/2026

You know what's really cool? Finding out about Federal Government Credits and how your company can qualify for them. Denise did some digging, so watch this short video on the sought-after subject.

https://compass-cg.com/summer-shorts/

08/24/2026

A follow-up from AnnMarie on a steamy subject: Census information, this time with information on how Compass' Census Data API-integrated connection option can help you keep your cool. Don't sweat it; just check out this video.

https://compass-cg.com/summer-shorts/

08/20/2026

Is it hot in here, or just us? We're back with a Compass Summer Shorts episode on Annual Notices, a very timely topic. Check out what Michelle has to share in this quick video.

https://compass-cg.com/summer-shorts/

08/13/2026

Here's another hot topic for you in our Summer Shorts series: Hardship Distributions. Watch Colleen share what they are, how participants qualify, and what plan sponsors need to know. It's a tricky topic that goes down easy in this episode.

https://compass-cg.com/summer-shorts/

08/10/2026

This topic might get your temperature rising if you don't know how to handle them... Forfeiture Accounts. In this quick episode of Summer Shorts, Denise explains what they are and what to do with them to make sure you don't end up in hot water with compliance. Watch it now and keep your cool!

https://compass-cg.com/summer-shorts/

08/04/2026

Here's a hot topic for you: Census Data. In the second episode of Summer Shorts Season 2, AnnMarie explains why it must be complete and accurate, why we need it every year, and what we do with it. It's a quick video–so check it out, and you'll be back to your summer fun in no time.

https://compass-cg.com/summer-shorts/

07/30/2026

We're kicking off Summer Shorts Season 2 with Michelle, breaking down one of the most important—and often overlooked—parts of retirement plans: Beneficiary Designations. In just a few minutes, she'll cover what you need to know and why keeping your beneficiaries up to date matters. Short, sweet, and insightful—just the way summer should be.

https://compass-cg.com/summer-shorts/

We're looking for a dynamic, senior-level Relationship Manager to join our team. If you have proven experience managing ...
07/20/2026

We're looking for a dynamic, senior-level Relationship Manager to join our team. If you have proven experience managing larger retirement plans and ERISA expertise, we want to talk to you. Find out more on the link below, and reach out if you're interested in going the distance with our fun, supportive Compass Crew!

https://compass-cg.com/careers/

07/16/2026

You have questions; we have some expert answers. Watch our latest Need to Know webisode (and access our whole collection) on our Resources page to stay informed on the latest trends and insights in retirement planning.

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118 Portsmouth Avenue, Suite D201
Stratham, NH
03885

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