comperiorc.com
About Us - Comperio RC
http://www.comperiorc.com/about.html
We provide value added services to Plan Sponsors and reduce their fiduciary liability. 401(k) and 403(b) Fiduciary/Investment Consulting. Fiduciary Education and Training. James R. Sotell, AIF. Jim is the firm's Managing Director and brings over 25 years ERISA experience dealing with Plan Sponsors and retirement plans. Previously, he was a Vice President with Fidelity Institutional Retirement Services Company where he was responsible for their Southeast Institutional retirement business. MORE. 51 Kilmayn...
comperiorcg.com
About Us - Comperio RC
http://www.comperiorcg.com/disclosures.html
Form ADV Parts 2A and 2B. Protecting client privacy is a primary goal of Comperio Retirement Consulting, Inc. To conduct regular business, we may collect nonpublic information from sources such as:. Information reported by you on applications or other forms you provide us. Information about transactions with us, our affiliates, and others. 51 Kilmayne Drive, Suite 304; Cary, North Carolina 27511. 800-479-9869 / 919-401-3500 Ext. 103. JSotell@ComperioRC.com / SFremer@ComperioRC.com.
comperiorcg.com
About Us - Comperio RC
http://www.comperiorcg.com/about.html
We provide value added services to Plan Sponsors and reduce their fiduciary liability. 401(k) and 403(b) Fiduciary/Investment Consulting. Fiduciary Education and Training. James R. Sotell, AIF. Jim is the firm's Managing Director and brings over 25 years ERISA experience dealing with Plan Sponsors and retirement plans. Previously, he was a Vice President with Fidelity Institutional Retirement Services Company where he was responsible for their Southeast Institutional retirement business. MORE. 51 Kilmayn...
comperiorc.com
Articles & Resources - Comperio RC
http://www.comperiorc.com/resources.html
Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants according to Pensions and Investments (P&I). Fiduciary Corner, December 2015, by James R. Sotell, AIF and Scott Fremer, CEBS. Fiduciary Corner, September 2015, by James R. Sotell, AIF and Scott Fremer, CEBS. Fiduciary Corner, July 2015, by James R. Sotell, AIF and Scott Fremer, CEBS. Fiduciary Corner, February 2015, by James R. Sotell, AIF and Scott Fremer, CEBS. Fiduciary Duty to Ask for Help, by Fred Reish, Esq.
comperiorc.com
Services - Comperio RC
http://www.comperiorc.com/services.html
Manager Selection Process and Ongoing Monitoring. Benchmarking and Vendor Searches. Manager Selection Process and Ongoing Monitoring. Fund Selection by a proprietary process. Ongoing Fund Due Diligence. We produce a Quarterly Monitoring Report (QMR) that analyzes the plan's funds based on the specific criteria of your Investment Policy Statement (IPS). Design and Implement Investment Policy. We write an Investment Policy Statement and proactively address the content with you annually. Since we have no co...
comperiorc.com
About Us - Comperio RC
http://www.comperiorc.com/disclosures.html
Form ADV Parts 2A and 2B. Protecting client privacy is a primary goal of Comperio Retirement Consulting, Inc. To conduct regular business, we may collect nonpublic information from sources such as:. Information reported by you on applications or other forms you provide us. Information about transactions with us, our affiliates, and others. 51 Kilmayne Drive, Suite 304; Cary, North Carolina 27511. 800-479-9869 / 919-401-3500 Ext. 103. JSotell@ComperioRC.com / SFremer@ComperioRC.com.
comperiorcg.com
Services - Comperio RC
http://www.comperiorcg.com/services.html
Manager Selection Process and Ongoing Monitoring. Benchmarking and Vendor Searches. Manager Selection Process and Ongoing Monitoring. Fund Selection by a proprietary process. Ongoing Fund Due Diligence. We produce a Quarterly Monitoring Report (QMR) that analyzes the plan's funds based on the specific criteria of your Investment Policy Statement (IPS). Design and Implement Investment Policy. We write an Investment Policy Statement and proactively address the content with you annually. Since we have no co...
comperiorc.com
Comperio RC
http://www.comperiorc.com/index.html
Comperio Retirement Consulting has recently been named one of the. Largest 100 Investment Consultants. In the United States according to. Pensions and Investments (P&I). Click Here for P&I Report. We provide value added services to Plan Sponsors and reduce their fiduciary liability. 401(k) and 403(b) Fiduciary/Investment Consulting. Fiduciary Education and Training. Welcome to Comperio Retirement Consulting. Your fiduciary responsibility is lessened and processes strengthened, based upon. To our in-depth...
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