Independence
× Customization
–––––––––––––––––––––
Best in
Class Service

Independence
× Customization
–––––––––––––––––––––
Exceeding Client
Expectations

Independence
× Customization
–––––––––––––––––––––
Favorable
Participant
Outcome

Independence
× Customization
–––––––––––––––––––––
Trusted
Business Partner

The Comperio Advantage
As a leading independent retirement plan consulting firm, we deliver conflict-free professional advice for all clients on a flat dollar fee. We begin with a comprehensive fiduciary process and tailor it to fit your specific needs.

CLIENT-FOCUSED

CONFLICT-FREE

Experienced

Com●pe●ri●o
PRONOUNCED /kOMˈPE.RI.Ō/
Latin: to disclose fully, find out with certainty
Industries We Serve

Manufacturing

manufacturing industry

Healthcare

Logistics & Distribution

Accounting / Finance

Tourism

Automotive

Environmental

Architectural Design & Development

Hi-Tech

Business Services

Construction

Legal

Executive Team

James R. Sotell, AIF®

Managing Director, Founder

Scott F. Fremer, CEBS

Director

Jarrott B. Heath

Director of Investments

Brian L. Spradling

Vice President of Operations
Locations

North Carolina Office:
51 Kilmayne Drive, Suite 304
Cary, North Carolina 27511
Phone: 800-479-9869

Pennsylvania Office:
McMurray Pennsylvania
Phone: 412-417-6645

In the News

Comperio Retirement Consulting named a 2020 Firm to Watch by investor.com

 

 

National Association of Plan Advisors (NAPA) has named Comperio Retirement Consulting one of the Top DC Advisor Teams in 2019.

 

Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I)