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Retirement Plan Services

Our primary goal at Compass Retirement Solutions™* is to provide our clients with superior independent advice and consultative services regarding improvements to their retirement plan.

We work with nationally known, top-tier retirement plan recordkeeping and administration providers, who consistently demonstrate that they have earned their high reputations in the retirement plan industry for:

  • Quality service
  • Investment diversity
  • Technology
  • Overall flexibility

We are committed to a process of learning about our customers' needs and goals for the plans that they sponsor. Only then can we recommend potential solutions from among the providers we work with. We seek solutions for our customers, not customers for any one provider.

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 division of BBVA Compass, the Trust Department of BBVA Compass, or BBVA Compass Investment Solutions, a Division of BBVA Securities Inc., member FINRA and SIPC and an affiliate of BBVA Compass.