Comperio Retirement Consulting is a truly independent organization with no ties to any product or vendor. Therefore, our objectives match our clients' objectives and enable us to do what is in their best interest. We listen to our clients needs, providing them value added solutions, and we are their trusted partner.
Comperio achieves this goal because we are not a broker, we do not accept soft dollars, we receive no commissions, and we do not sell any products. The result is that our clients receive unbiased professional advice with full fee disclosure and no conflicts of interest. The name of our firm, Comperio, is a Latin word meaning to fully disclose or disclose with certainty.
The 401(k) market is evolving due to recent fee disclosure rules for Plan Sponsors and Participants. Many Plan Sponsors are seeking a truly independent expert who can act in their best interest.
In addition, the Internal Revenue Service ("IRS") and Department of Labor ("DOL") have instituted major changes to many 403(b) Plans and are moving these plans to a higher standard of care and stricter fiduciary oversight tied to ERISA standards.
By hiring Comperio Retirement Consulting, you benefit from a firm designed to be your advocate. We acknowledge our fiduciary status in writing, ensuring full fee disclosure and managing your Plan tied to a comprehensive fiduciary process.