Compass Retirement Consulting Group/Compass 360, LLC

Responsible for the timely and accurate processing of retirement plan distributions, including loans, hardships, and RMDs. Manages distribution requests via inbox and provides professional support to plan sponsors, participants, and vendors.

The Relationship Manager serves as the primary contact for clients, managing data collection, plan testing, and fiduciary reviews. They are responsible for ensuring accurate government filings and communicating complex calculation results to plan sponsors.