Comperio Retirement Consulting

Financial Services - Cary, NC, US

Comperio Retirement Consulting Employees
Jim Sotell

Founder, Managing Director

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Jarrott Heath

Director of Investments

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Brian Spradling

Vice President of Operations

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James Sotell

Founder, Managing Director

Contact James Sotell

Jarrott CFA

Director of Investments

Contact Jarrott CFA

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Comperio Retirement Consulting Senior Management
Jim Sotell

Founder, Managing Director

Contact Jim Sotell

James Sotell

Founder, Managing Director

Contact James Sotell

Contact All Comperio Retirement Consulting Employees
Comperio Retirement Consulting Details

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.

Comperio Retirement Consulting logo, Comperio Retirement Consulting contact details
Website: comperiorc.com
Employees: 5 - 9
HQ: 800-479-9869
Location: Cary, NC, US
Revenue: Not Available
Investment Manager Selection Process & Ongoing Monitoring Fiduciary Consulting Benchmarking & Recordkeeper Searches Target Date Fund Due Diligence Employee Communications Consulting Pension Plan Consulting Investment Manager Selection Process & Ongoing Monitoring Benchmarking & Recordkeeper Searches Investment Manager Selection Process & Ongoing Monitoring Benchmarking & Recordkeeper Searches
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