Our Services

We provide value added services to Plan Sponsors and reduce their fiduciary liability.
These services include:

  • 401(k) & 403(b) Fiduciary/Investment Consulting
  • Fiduciary Education and Training
  • Fee Benchmarking Services
  • Unbiased Vendor Searches
  • Employee Communications Consulting
  • Pension Plan Consulting
  • Foundation Consulting

Senior Professionals

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    James R. Sotell, AIF® Jim is the firm's Managing Director and brings over 25 years ERISA experience dealing with Plan Sponsors and retirement plans. Previously, he was a Vice President with Fidelity Institutional Retirement Services Company where he was responsible for their Southeast Institutional retirement business. <MORE>

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    Scott F. Fremer, CEBS Scott manages the Comperio sales and relationship management efforts in our Western Pennsylvania office. He has over 25 years of ERISA experience assisting Plan Sponsors with their defined benefit and 401(k) plans. <MORE>

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    Jarrott serves as a Senior Investment Analyst for the Consulting team. His role at Comperio is overseeing mutual fund research and investment manager selection across target date, equity, fixed income and alternative asset classes. <MORE>


    Brian is an Institutional Consulant with Comperio and has over 23 years of ERISA experience where he has worked on both the plan provider and plan sponsor side. <MORE>