top of page
Financial Advisors
FINANCIAL ADVISORS
As an independent third-party administrator (TPA) of tax-qualified retirement plans, Compensation Systems, Inc. serves clients across the United States. We are not associated with any particular investment fund and do not manage assets; our fees are based solely on the administrative services we provide. We work as a team with financial advisors, chosen by the employer (plan sponsor), to help design and implement plans that best serve the client's goals.
Sources of Clients
- Referrals from financial professionals
- Direct contact with employers (plan sponsors)
- Bank trust departments
- Referrals from product wholesalers
- Referrals from current clients
Reasons for Long-Term Client Retention
- Direct contact between our consultant/assistant service teams and the clients provides for personal service to address any questions specific to transitions and any ongoing plan concerns.
- Low turnover among our staff ensures clients continuity with the same service team.
Call us today at 336.252.2620 for more information.
bottom of page