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.

Perform annual testing, asset valuations, and contribution calculations for a book of retirement plans. Prepare required IRS filings and identify operational errors to determine necessary corrections.

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.

The specialist manages the installation and transfer of retirement plans for new clients while ensuring compliance with IRS and DOL regulations. This involves coordinating with financial advisors, recordkeepers, and internal teams to collect data and complete onboarding documentation.