Skip to content. Skip to main navigation.

Retirement Plan Services

Our Process

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 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.