Comperio Retirement Consulting

www.comperiorc.com

Comperio is an independent retirement plan and investment consulting firm and one of the 100 largest according to Pensions and Investments. Our experienced and knowledgeable consultants design and implement fiduciary and investment/fee monitoring processes for plan sponsors. Plan sponsors choose to work with us for the following three reasons: • CLIENT-FOCUSED - retirement plan and investment consulting is 100% of our business • CONFLICT-FREE- we sign on as a fiduciary with all our clients and implement a proprietary, three-stage fiduciary framework • EXPERIENCED - with insights gleaned from Comperio's 20+ years of industry experience, you receive a seasoned consulting team that advise you in managing your company’s retirement plan across a range of issues from fees, investments, plan design and financial wellness. Comperio has no financial ties to any product or vendor. We are not a broker. We do not accept soft dollars, we receive no commissions, and we do not sell any products. Therefore, our objectives match the plan sponsor's objectives, which enable us to do what is in the best interest of the plan sponsor, and in the best interest of the plan sponsor's employees.

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Comperio is an independent retirement plan and investment consulting firm and one of the 100 largest according to Pensions and Investments. Our experienced and knowledgeable consultants design and implement fiduciary and investment/fee monitoring processes for plan sponsors. Plan sponsors choose to work with us for the following three reasons: • CLIENT-FOCUSED - retirement plan and investment consulting is 100% of our business • CONFLICT-FREE- we sign on as a fiduciary with all our clients and implement a proprietary, three-stage fiduciary framework • EXPERIENCED - with insights gleaned from Comperio's 20+ years of industry experience, you receive a seasoned consulting team that advise you in managing your company’s retirement plan across a range of issues from fees, investments, plan design and financial wellness. Comperio has no financial ties to any product or vendor. We are not a broker. We do not accept soft dollars, we receive no commissions, and we do not sell any products. Therefore, our objectives match the plan sponsor's objectives, which enable us to do what is in the best interest of the plan sponsor, and in the best interest of the plan sponsor's employees.

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Country

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State

North Carolina

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City (Headquarters)

Cary

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Employees

1-10

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Founded

2006

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President of Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Founder , Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Investments

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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