Details: William (Will) Orr is the President and founder of Compass Corporate Retirement Solutions a Retirement Plans Consultant with 20 years of experience in the corporate retirement plans industry.
Orr’s retirement plans experience, brings creative solutions to clients’ complex issues. Whether consulting with a large multi-site employer or working with a mid to small size employer, Orr’s experience in relationship management is one catalyst for forming long term relationships between not only the client and Compass, but in selecting partners that may help the client reach their goals.
Orr's fundamental philosophy in working with clients is that of full disclosure. Making sure that a client knows all options available to them as well as what fees are being charged against the plan assets.
Prior to creating CCRS, Orr’s work experience includes mutual fund and retirement plans industry leaders Fidelity Investments and Morgan Stanley and retirement plan wholesaling with Daily Access Concepts.
Details: William (Will) Orr is the President and founder of Compass Corporate Retirement Solutions a Retirement Plans Consultant with 20 years of experience in the corporate retirement plans industry.
Orr’s retirement plans experience, brings creative solutions to clients’ complex issues. Whether consulting with a large multi-site employer or working with a mid to small size employer, Orr’s experience in relationship management is one catalyst for forming long term relationships between not only the client and Compass, but in selecting partners that may help the client reach their goals.
Orr's fundamental philosophy in working with clients is that of full disclosure. Making sure that a client knows all options available to them as well as what fees are being charged against the plan assets.
Prior to creating CCRS, Orr’s work experience includes mutual fund and retirement plans industry leaders Fidelity Investments and Morgan Stanley and retirement plan wholesaling with Daily Access Concepts.
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