At Compass, we think differently and work hard(er) as a Third Party Administrator that provides the best retirement plan design, actuarial services, 3(16) fiduciary services and ongoing plan consulting. We build long-term partnerships with Plan Sponsors and Advisors based on mutual respect and trust. We’re committed to transparency and exceptional service to make your job easier. Our in-depth, consultative approach ensures that we deliver a customized, goal-driven, cost-effective solution that eases the burden for the plan sponsor and helps participants reach their retirement goals. Our tried and true method combines our traditional values, innovative ideas and the hardest working team to ensure long-term retirement plan success.
Acuff & Associates, a Brentwood, TN-based TPA specializing in Defined Contribution plans and actuarial consulting, has recently been acquired by JULY, a leading national provider of 401(k) plan services for small to mid-sized businesses. This acquisition aligns with JULY's strategic growth plan, which emphasizes personalized administration and actuarial services. Acuff was selected for its experienced team, strong culture, and values that align seamlessly with JULY's mission. The majority of Acuff's employees, many of whom hold professional designations in the retirement plan industry, are now proud members of the JULY team.
At Pension Financial Services, we believe "interest today creates tomorrow." Our slogan recognizes and salutes the good intentions behind every employer's creation of a retirement plan.
Pension Financial Services is recognized in the financial industry for delivering exceptional actuarial and retirement plan administration services. In fact, we are one of 28 firms in the U.S. recognized as a "preferred provider" of retirement savings plans by the American Institute of Certified Public Accountants (AICPA).