Compass Advisors Recognized as a 2025 PLANADVISER Top Retirement Plan Adviser
Melville, NY — Compass Advisors has been named to the 2025 PLANADVISER Top Retirement Plan Advisers list, a prestigious recognition that honors retirement plan professionals for their excellence in serving workplace retirement plans.
The 2025 PLANADVISER Top Retirement Plan Advisers recognition is based entirely on self-reported quantitative data provided by advisers about their practices. To qualify for this year's list, advisers needed to have at least 50 retirement plan clients or $400 million or more in retirement plan assets under advisement as of year-end 2024.
Compass Advisors met these requirements and was additionally recognized for serving a client base consisting of either 91% or more 401(k) plan sponsors or at least 10 clients with other plan types—including 403(b), 457, nonqualified, defined benefit (DB), cash balance, SEP, SIMPLE, or MEP/PEP plans.
“We are honored to be recognized by PLANADVISER for our commitment to helping employers and employees achieve long-term retirement security,” said Michael Cuneo, Managing Director. “This recognition reinforces our dedication to providing high-quality, tailored guidance in the complex retirement plan landscape.”
It is important to note that the PLANADVISER Top Retirement Plan Advisers recognition is purely based on numerical data. There is no judging, subjective evaluation, or ranking involved, and the designation is not indicative of any adviser’s future investment performance. Advisory firms and their employees do not pay a fee to be considered or included.
About the award
The 2025 Plan Advisor “Top Plan Advisor” award was announced in April 2025. Methodology: The 2025PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2024. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% - 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
More information here: https://www.planadviser.com/awards/2025-top-retirement-plan-advisers.
All data is as of 12/31/2024. The award is valid from 4/2025 to 4/2026.