Financial Advisors


As an independent third-party administrator (TPA) of tax-qualified retirement plans, Compensation Systems, Inc. serves clients across the United States.  We are not associated with any particular investment fund and do not manage assets; our fees are based solely on the administrative services we provide.  We work as a team with financial advisors, chosen by the employer (plan sponsor), to help design and implement plans that best serve the client's goals.

Sources of Clients

  • Referrals from financial professionals
  • Direct contact with employers (plan sponsors)
  • Bank trust departments
  • Referrals from product wholesalers
  • Referrals from current clients

Reasons for Long-Term Client Retention

  • Direct contact between our consultant/assistant service teams and the clients provides for personal service to address any questions specific to transitions and any ongoing plan concerns.
  • Low turnover among our staff ensures clients continuity with the same service team.


Call us today at 336.252.2620 for more information.