Compass Financial Partners - Our 3(38) Investment Manager

A nationally recognized leader in institutional retirement planning, Compass Financial Partners (A Marsh McLennan Agency LLC Company) provides plan consulting and fiduciary services to clients across the US including a number of larger independent schools. Its combined plan assets exceed $14 billion.

Compass Financial Partners serves as an ERISA 3(38) Investment Manager for the Independent School Collaborative MEP. The MMA Investment Due Diligence Team has designed the MEP Investment Menu and will continue to provide benchmarking, quarterly, investment reviews, and management. In addition, Compass Financial Partners will provide ongoing plan education, investment advice tools and online resources and professional management of individual participant accounts.

Contacts:

Jake Connors Amanda L. Stephens

Senior Director, Institutional Retirement Plan Consulting Director, Institutional Retirement Plan Consulting

T +1 919 786 5668 | C +1 919 836 6850 T +1 919-971-5778

jake.connors@marshmma.com Amanda.L.Stephens@marshmma.com