Retirement Plan Services
Our process provides comprehensive consultative services to assist various plan sponsors in the design, implementation and ongoing administration of their retirement plan. We also assist plan sponsors in addressing their various fiduciary responsibilities, by providing guidance, as well as ongoing monitoring of their investment options.
Our process involves the following steps:
- Needs Assessment
- Provider Search
- Plan Implementation
- Ongoing Service Commitment
Securities and Insurance Products:
|Are NOT Deposits||Are NOT FDIC Insured|
|Are NOT Bank Guaranteed||May Lose Value|
|Are NOT insured by any Federal Government Agency|
Insurance products offered through BBVA Compass Insurance Agency, Inc., an affiliate of BBVA Compass. Investment products may be offered through one or more of: the Correspondent and Investment Services group of BBVA Compass, the Wealth Management group of BBVA Compass, or BBVA Compass Investment Solutions, Inc., member FINRA and a wholly-owned subsidiary of BBVA Compass.