Compass & Map

Helping you navigate your retirement

ONE PLAN AT A TIME

SERVICES
 

CSI offers a broad spectrum of services for your retirement plan needs. They include prototype documents, IRS-PBGC-DOL required filings, annual employer and participant reports, consulting services, and insurance and investment products.

PLANS
 

CSI offers a broad range of plans including 401(k), Profit Sharing, Money Purchase, and Defined Benefit plans. . Our objective is to design a plan that best fits your needs and one that requires a minimum amount of the employer's attention.

 

CLIENTS

We range in plan sizes from single person plans, through several hundred employees. We service many different styles of businesses from dental offices through manufacturing and everything in between. 

 

ABOUT US

Compensation Systems, Inc. was founded by David W. Smith on November 1, 1983. Jason C. Smith is the current President of the company and has over twenty-five years of experience in retirement plan set up, design, and administration.

As an independent corporation operating on a professional fee basis, the strength of Compensation Systems, Inc. lies in integrity combined with up-to-date knowledge of the changing tax and government laws pertaining to qualified retirement plans.

CSI has extensive experience in the setup, design, and administration of 401(k), Profit Sharing, Money Purchase, and Defined Benefit plans. Our continual monitoring of pertinent legislation and our knowledge of constantly changing laws and benefits and its application in tailoring the employee benefit programs to satisfy the needs of our clients are their assurances that not only do they have the best benefits program available for their situation but that the program will conform to the requirements of the law so that its qualified status will not be in jeopardy.

CSI offers a broad spectrum of services for your retirement plan needs. They include prototype documents, IRS-PBGC-DOL required filings, annual employer and participant reports, consulting services, and insurance and investment products. Our objective is to design a plan that best fits your needs and one that requires a minimum amount of the employer's attention.

Above all, Compensation Systems, Inc. prides themselves on their attention to each individual customer. They provide a personal touch in everything they do to make sure their clients never feel like just another number.

CONTACT US

1909 11th Ave. Monroe Wi, 53566

tel: (608) 325-5055

fax: (608) 328-1673

email: jsmith@tridave.com 

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