Michael Jolie, AIF® | Retirement Specialist, Accredited Investment Fiduciary®



Compass Benefit Partners, LLC
14143 Denver West Parkway
Suite 510
Golden, CO 80401
Office: 303.393.2346
Cell: 303.995.1245
Fax: 303.393.2365
Email: michael.jolie@lpl.com
Website: www.compassbenefitpartners.com

Michael Jolie specializes in helping plan sponsors in the for-profit and not-profit arenas to evaluate and establish their retirement plan programs. Compass Benefit Partners utilizes an ever evolving array of tools to help plan sponsors with their goals of employee retention, executive reward and owner and key person bonus. This is balanced with the increasing fiduciary responsibility of the plan sponsor to always act in the best interests of the plan participants.

Michael has practiced in the retirement plans and group benefits world for nearly 20 years. He is an Accredited Investment Fiduciary®, a Registered Representative and an Investment Advisor Representative with LPL Financial.

He and his wife, Penny, met and were married in Steamboat Springs and ultimately settled in Denver, CO. They enjoy an active lifestyle with their two dogs, Kona & Ruger. They are very proud of their son (3rd year in the Army) and their daughter (who gave them their first granddaughter). In Michael’s free time, he is an avid snowboarder, clay shooter and chef extraordinaire!

How Do I Help Retirement Plan Sponsors?

Michael executes a process driven approach to identify and correct weakness in your retirement plan. Our team works collaboratively to analyze all facets or your program. This is designed to help minimize plan fiduciaries personal financial liability through due diligence processes. Every plan has specific needs. We work with your team of service providers to ensure all participants can maximize their benefit and work towards retirement readiness.

What Services Do I Provide?
There are two paths we could follow:

Services*

  • Retirement Plan Evaluation & Benchmarking
  • Investment Committee Management
  • Fiduciary Guidance
  • Investment Due Diligence
  • Plan Optimization
  • Participant Guidance

*Not an exhaustive list; provided as an example

Securities offered through LPL Financial. Member FINRA/SIPC