Compass Investors Now Serving SMP (Self-Managed) 401(A) Plan Participants in Illinois’ State Universities Retirement System

Compass Investors Now Serving SMP (Self-Managed) 401(A) Plan Participants in Illinois’ State Universities Retirement System

For Immediate Release

Compass Investors Now Serving SMP (Self-Managed) 401(A) Plan Participants in Illinois’ State Universities Retirement System 

Kenilworth, IL –  August 31, 2017 – Compass Investors announces the availability of its Horizon™ brand Adaptive Asset Allocation™ investment analysis service to SMP (Self-Managed Plan) 401(a) plan participants in the State Universities Retirement System (SURS), which includes faculty, administrative, civil service and other qualified employees at 61 employing agencies in the state of Illinois. 

Now plan participants at a wide range of community colleges, public universities and many other qualified institutions in the state can sign up to receive objective analysis, every five weeks, of the particular fund choices in their 401(a) plans, at both its fund providers, Fidelity and TIAA-CREF. 

Compass Investors’ offers its Adaptive Asset Allocation™ service on a subscription basis to individuals with retirement investments at more than 50 companies, universities, and financial institutions. Back-tested average annual return for Horizon plans—serving not only individual corporate 401(k) plans and 403(b) plans but custom-designed IRA plans with a variety of major brokerage houses—is greater than 11% since 1997.

Subscribers also receive Compass Investors’ blog, Compass POINTS™, providing helpful perspectives, strategy and information for those seeking to maximize their retirement savings. This is available to the public as well through their company website.

Contact Information

Joe Glover, 

This email address is being protected from spambots. You need JavaScript enabled to view it.

Main Office: (866) 54-COMPASS

 

About The Compass Institute and Compass Investors

Compass Investors’ Horizon™ was developed during a five-year research study at the Compass Institute. Headquartered in Kenilworth, Illinois, the Compass Institute is a privately funded research group formed in the late 1990s dedicated to investment strategy research and investment education. The Institute seeks to deliver outstanding value not only to individuals but also to organizations who desire to add meaningful value to the lives of their employees. Compass Investors is a privately-held provider of mutual fund and ETF investment analysis. The company and its Horizon™ service have been featured in various newspaper, magazine and television articles addressing the importance of growing one's investments large enough to provide quality retirement.

For more information, please visit www.compassinvestors.com

 
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