Advisor/Consultant Search & Recordkeeper Searches

Advisor Search

We will conduct a 3(21) or 3(38), also called an OCIO (Outsourced Chief Investment Officer) search for clients. Clients will benefit from Comperio vetting out industry consultants and working to find the best fit consulting firm for their needs. Comperio charges a one-time fee for the search project and has conducted multiple advisor searches focusing on the large and mega market plans.


Recordkeeper Searches

We work with clients on a one-time project basis for recordkeeper searches for both defined contribution and defined benefit plans. We employ a five-step due diligence process as an independent firm in evaluating the best fit provider for our clients. We meet with the client to understand their specific needs before providing a recommended and vetted list of recordkeepers to consider. We also provide an analytical analysis of the recordkeepers. Our process includes scheduling finals meetings composing a written report documenting the entire fiduciary process.

Also, Comperio conducts defined benefit searches which can consists of a bundle defined-benefit provider or a separate actuary or trustee search. Comperio charges a one-time consulting fee for the research project and does not receive any compensation from any service provider.

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, 2020, 2021 and 2022

 

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 5 years