Pension Plans

Investment Policy Creation

We write and maintain a formal Investment Policy Statement (IPS) for each of our clients. During IPS development, we work with your Committee to develop:

  • A customized asset allocation strategy
  • Investment manager selection and monitoring criteria
  • Appropriate benchmark selection
  • Manager/fund replacement criteria

The Investment Policy Statement criteria is embedded into our quarterly monitoring system ensuring a formal fiduciary governance process.

Investment Consulting and Risk Management Expertise

We have extensive experience in assisting clients with the assessment and evaluation of top quality investment management talent at the lowest possible expense. We accomplish this by providing insight into the capital markets, in-depth quantitative and qualitative investment analysis, portfolio diversification and risk assessment, performance measurement, style analysis and attribution. Our firm also has access to multiple tools allowing us to conduct comprehensive asset/liability modeling studies for our clients. These resources are vital to helping clients manage the risk associated with maintaining a pension program.

Actuarial and Plan Administration Consulting

We have significant institutional experience in assisting clients in the evaluation of actuarial and administrative services providers. By maintaining contact with virtually all of the leading actuarial and administrative services firms, we deliver insights into the experience levels, technological capabilities, resources and fees available to ensure our client receive accurate and value-oriented services.


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



National Association of Plan Advisors (NAPA) has named Comperio Retirement Consulting one of the Top DC Advisor Teams in 2019, 2020, 2021, 2022, 2023 and 2024


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