Advisor / Consultant Search (Project)
Navigating the complexities of fiduciary duty under ERISA can be challenging. At Comperio, we specialize in advisor and consultant searches for large/mega market plans, ensuring you meet rigorous fiduciary standards.
Most plan sponsors are unaware of specialized firms capable of conducting these searches or undertake these searches on their own without full awareness of the complexities involved. Comperio has the knowledge and experience to manage the entire search process and customize it to your specific needs and goals.
Key Questions We Address for Plan Sponsors:
- What are the benefits and trade-offs of a traditional ERISA 3(21) service model vs. a Discretionary/ERISA 3(38) service model?
- How do our advisor/consultant fees compare to others in the marketplace?
- Is the current investment due diligence we receive on par with industry standards?
- Are our fiduciary governance processes aligned with best practices?
Discover how our tailored approach has successfully navigated the complexities of advisor/consultant searches in our detailed case study.
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