Comperio Retirement Consulting is a truly independent organization with no ties to any product or vendor. Therefore, our objectives match our clients' objectives and enable us to do what is in their best interest. We listen to our clients needs, providing them value added solutions, and we are their trusted partner.
Comperio achieves this goal because we are not a broker, we do not accept soft dollars, we receive no commissions, and we do not sell any products. The result is that our clients receive unbiased professional advice with full fee disclosure and no conflicts of interest. The name of our firm, Comperio, is a Latin word meaning to fully disclose or disclose with certainty.
The 401(k) market is evolving as the Department of Labor, SEC and the United States Government Accountability Office (GAO) are putting pressure on Plan Sponsors to understand and document total plan fees and address any conflicts of interest that exist. By hiring Comperio Retirement Consulting you benefit from a firm designed to be your advocate. We acknowledge our fiduciary status in writing, ensuring full fee disclosure and support in managing your Plan prudently.
