Affiliates leverage Leverage the connection with Marsh & McLennan Agencies to cross-sell retirement plan consulting and fiduciary services to MMA clients; position Compass as a specialized partner within a larger financial services ecosystem.

Asset growth Target mid-market employers with large retirement assets; promote services around fiduciary governance, investment advisory, and plan optimization to support clients currently managing substantial assets (as indicated by past asset scales).

Recognition credibility Highlight Compass’s industry recognition and historical Top Adviser/Top Consultant awards to build credibility with prospects and differentiate from competitors in retirement plan consulting.

Expansion potential Capitalize on historical growth and MMA integration to pitch scalable retirement plan programs for employers seeking broader outsourced solutions, including governance, compliance, and employee financial wellness offerings.

Tech-enabled insights Offer data-driven retirement program optimization using Compass’s process-driven fiduciary services and existing tech stack partnerships to deliver measurable ROI and improved plan outcomes for prospects.