Comperio Retirement Consulting

Advisors/Consultants Consolidation

Advisors/Consultants Consolidation The consolidation craze has made its way to the Retirement Plan Advisor/Consultant marketplace. Private equity firms, large financial services organizations and national benefits firms have all entered into agreements to acquire retirement plan advisory/consulting resources. Examples include: With 401(k) and other types of retirement plans becoming more complex, Plan Sponsors have become reliant on their advisor/consultant to provide unbiased advice. The recent advisor/consultant consolidation is blurring the lines as firms, who were primarily focused on independent 401(k) consulting,…

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Recordkeeping Consolidation

Recordkeeping Consolidation It is imperative as a fiduciary to continually review and evaluate the services and fees delivered by your plan administrative/recordkeeping provider. Evaluating your recordkeeper and the changes underway due to consolidation is critical in knowing how it will impact you and your participants.  Change is on the way and you need to be prepared to ask the right questions or have a firm to support you in this process.

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2021 Pension Plan Limits

On October 26, 2020, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021. The Internal Revenue Code requires that the Secretary of the Treasury adjust the limits annually. Some highlights are:      The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan will stay the same at $19,500.     The catch-up contribution limit for those aged 50…

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CARES Act Update

CARES Act – New Employee Benefit Tools to Support Affected Employees By: Jim Rourke and Mike Brittingham with Nexsen Pruet, LLC. Signed by President Trump on March 27, 2020, the CARES Act adds a few new tools to employers’ employee benefit arsenal. Many changes – such as the increase in plan loans limits and hardship distribution conditions – expand longstanding benefits concepts. However, other changes – such as the availability of federal loans, that may be forgiven, to cover payroll…

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COVID-19: Update on Monetary & Fiscal Policy Efforts

COVID-19: Update on Monetary & Fiscal Policy Efforts PLAN SPONSOR USE ONLY Monday, March 23, 2020 at 4:30pm Good afternoon.  The staff at Comperio wanted to provide another update given the unprecedented nature of this crisis and the market’s response to it.  And once again, we ask for your understanding that the situation is unfolding rapidly and that this communication may be outdated in a short period of time.  Nevertheless, we feel it is imperative to provide you with the…

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Coronavirus Update

Gradually…then Suddenly Warning: due to the rapidly evolving situation, this update will likely become outdated in a very short period of time. In a few short minutes after this article was written, the Fed announced $700 billion in asset purchases and cut the Fed Funds rate to 0% – 0.25%.  And the governors of Ohio and Illinois mandated the closing of bars and restaurants indefinitely. PLAN SPONSOR USE ONLY March 15, 2020 It seems like just yesterday that we were…

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S&P 500 Price Returns during Presidential Election Years

S&P 500 Price Returns during Presidential Elections Years It’s Super Tuesday! Heading into the year, all eyes were on the upcoming Presidential Election.  Impeachment, trade disputes, and Brexit were all seemingly behind us and the only unknown on the horizon was the election.  Then along came Corona… the Virus.  Ahem. But here’s what we were thinking about before the pandemic.  Below is a chart showing the price return (return excluding dividends) of the S&P 500 Index during each Presidential Election…

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2020 Pension Plan Limits

On November 6, 2019, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020. The Internal Revenue Code requires that the Secretary of the Treasury adjust the limits annually. Some highlights are:      The elective deferral (contribution) limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan will increase to $19,500.      The catch-up contribution limit for those aged 50 and…

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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)