Compass EMP Retirement Plan Services
Retirement Plan Services with the Efficient Investing of Compass EMP

Welcome to the new way to invest your 401(k) Plan.


Whether you are a retirement plan participant, a plan sponsor, or financial advisor, you will benefit from efficient investing using the Compass EMP asset allocation models.

Take a little time to look at our website and see why we are different.  Click on the links on the right for information important to you or click below.

Plan Participants

Plan Sponsors

Financial Advisors  

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

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