Advisor/Consultant Search


The ComperioAdvantage: Advisor/Consultant Search


The Environment

Hiring a consultant to assist your Committee with managing fiduciary liability has become more complex in today’s environment. Determining the appropriate service structure and identifying relevant experience dramatically increases your odds for success. How can you increase your odds of success? One way is to partner with a professional who understands the marketplace and has developed an unbiased process for selecting a consultant. Comperio Retirement Consulting works with clients on a one-time project basis to assist in the identification of potential advisor/consultants partners. Our formalized search process maximizes the likelihood of including quality firms and analyzing the firms ability to add value to your retirement program.


The Client

  • Global Manufacturing Firm
  • Retirement Plan Assets: $550 Million
  • Number of Active Participants: 1,000+
  • 10 year relationship with current consultant
  • Consultant providing limited plan related services


Goals

  • Identify an appropriate retirement plan consulting model
  • Evaluate a comprehensive list of advisor/ consultant partners

Approach

  • Qualitative and Quantitative Review of each Candidates Capabilities
  • Understanding of Client Interactions
  • Negotiate appropriate fees for services

The Results

Comperio Retirement Consulting’s proprietary process and analysis of the retirement plan consulting universe resulted in:

  • Complete Understanding of the Universe of Advisors/Consultants
  • Proper Identification of Services
  • Quality Advisor/Consultant candidates
  • Comprehensive, unbiased evaluation of consulting services available to clients
  • Documented process to ensure best fiduciary practices

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)