Archive

New Year’s Resolution for 2025: Strengthen Your Fiduciary Process

January 16, 2025
Comperio Retirement Consulting
Retirement Plan Committee

As we step into 2025, it’s the perfect time to reflect, refocus, and resolve to enhance the governance of your company’s 401(k) plan. If you’re a member of your company’s 401(k) retirement committee, one of your top resolutions for the new year should be to review and strengthen your fiduciary process. Why? Because ensuring your fiduciary responsibilities are met is not just about compliance—it’s about protecting your committee, your plan, and your employees’ futures. 2025 Resolution: Review Your Fiduciary Process…

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Fiduciary Corner / Compensated Risk

January 6, 2025
Comperio Retirement Consulting
Investments, Retirement Plan Committee

December was a tough month for the stock market with the S&P 500 falling -2.38%. However, for the year, the S&P 500 returned just over 25%, nearly matching the prior year’s 26% return. And as the Wall Street Journal notes, this is the best two-year performance in a quarter century. If we extend the lookback period to three years and include the market selloff of 2022, investors still earned an average of nearly 9% per year. Download PDF

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Location

North Carolina:
Cary, North Carolina
Phone: 919-401-3500

In the News

National Association of Plan Advisors (NAPA) has named Comperio Retirement Consulting one of the Top DC Advisor Teams for seven consecutive years: 2019, 2020, 2021, 2022, 2023, 2024 and 2025

 

Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I) for the past 7 years