Recordkeeper Search (Project)
At Comperio, we specialize in helping plan sponsors find the best recordkeeper for their defined contribution and defined benefit plans through a comprehensive, independent search process. Our five-step due diligence process ensures we identify the best fit provider for your specific needs.
We begin by meeting with you to understand your specific needs. We then provide a vetted list of recommended recordkeepers, along with a detailed analytical analysis. Our process includes scheduling finals meetings and composing a written report that documents the entire fiduciary process.
In addition to recordkeeper searches, Comperio conducts defined benefit searches, whether for a bundled defined-benefit provider or separate actuary or trustee searches.
Comperio charges a one-time fee for the project and does not receive any compensation from any service provider, ensuring our recommendations are unbiased and in your best interest.
Discover how our thorough and independent process can benefit your plan by viewing 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