Posts
Annualization
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- Public Contractors’ Biggest Threat: Annualization! – How to Calculate Annualization and Make it Work for You!
- DirectAdvisors Podcast #4 – Annualization: What an Employee Should Know
- Annualization of Fringe Benefits – How to Calculate with Examples
Bona fide benefits
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Construction Industry Trends Point to Aging Labor Force
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- The DirectAdvisors Trust
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- Public Contractors’ Biggest Threat: Annualization! – How to Calculate Annualization and Make it Work for You!
- Maximizing Savings in a Prevailing Wage Trust Plan
- DirectAdvisors Podcast #4 – Annualization: What an Employee Should Know
- Top 10 Things Construction Companies Can Do to Be More Competitive
- Amendment to Prevailing Wage Bill Increases Transparency
- Annualization of Fringe Benefits – How to Calculate with Examples
Cash Balance Plans
Compliance
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- The DirectAdvisors Trust
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- 4 FAQ’s on the New Prevailing Wage Amendment
- DirectAdvisors Podcast #4 – Annualization: What an Employee Should Know
- Top 10 Things Construction Companies Can Do to Be More Competitive
- DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter
- DirectAdvisors Webinar – Prevailing Wage: New Reporting & Record Keeping Obligations
- Amendment to Prevailing Wage Bill Increases Transparency
- Annualization of Fringe Benefits – How to Calculate with Examples
Contribution Limits
Cybersecurity
Davis-Bacon Compliance
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- The DirectAdvisors Trust
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- 4 FAQ’s on the New Prevailing Wage Amendment
- DirectAdvisors Webinar – Prevailing Wage: New Reporting & Record Keeping Obligations
- Amendment to Prevailing Wage Bill Increases Transparency
- Annualization of Fringe Benefits – How to Calculate with Examples
- What Qualifies as a Bona Fide Fringe Benefit
- How to Calculate Annualization
- Case Study – An Easy Win-Win for Employer and Employees
- Top 10 Criteria for choosing a prevailing wage benefit plan provider
- Top 5 Reasons Construction Companies Should Offer Supplemental Unemployment Benefit Plans
- Plan Now Bid more Competitively in 2019
- Court Rejects Motion to Dismiss in Fringe Benefit Group (Contractors Plan) Excessive Fee Class Action Litigation
- Utilizing a hybrid approach to bona fide benefits to manage annualization concerns
- short work week supplemental unemployment benefits
- Cash is Not King with Benefits
- Self-Insured Health Plans as “Bona Fide Fringe Benefit Plan” under Davis Bacon and State Prevailing Wage Laws
- Executive Order 13706: Paid Sick Leave for Employees of Federal Contractors
- Prevailing Wage Audits: What’s Your Strategy?
Employee Education
- Great News for Retirement Contribution Limits
- 401(k) Plans Are Stronger Than Ever
- How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- Top 10 Tips for Handling Market Volatility in 2019
- St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries
- The Conflicted Committee: A Fiduciary Fable
- Year-End Planning
- Volatility Continues in 1Q 2016
- Recent Volatility in the Financial Markets – Don’t Panic!
- DRS Market Snapshot 2015
- Why Do People Retire?
- Rebalancing Your Portfolio
- My 401(k)…Can I Afford It?
- Are You Saving Enough For Retirement?
- Don’t Let the Headlines Influence Your Portfolio Mix
- Ten Things You Should Know About Portfolio Performance
- Want to Retire a Millionaire?
ERISA Compliance
- Fiduciary Liability Insurance vs. ERISA Fidelity Bonds
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- What is a “Plan” Subject to ERISA? A Pre-Fiduciary Fable
- Northwest University wins 403(b) Plan excessive fee suit
- The Conflicted Committee: A Fiduciary Fable
- When Your Two Hats are Both Fiduciary Caps – A Fiduciary Fable
- Department of Labor (DOL) Fiduciary Standard Regulation Ruling Should be Embraced by Honest Financial Advisors
- Be Careful Who You Use as Your Retirement Plan’s Third-Party Administrator
- Are Your 401(k) Fees Reasonable?
Fiduciary
- DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)
- Fiduciary Liability Insurance vs. ERISA Fidelity Bonds
- Great News for Retirement Contribution Limits
- Retirement Plans Designed for Construction Companies
- Retirement Plan Podcast Series #10 – Hear Ye, Hear Ye: Required Disclosures to be Provided to Participants
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities
Fringe Benefit Strategies
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- Strategies for Prevailing Wage Audits
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- Public Contractors’ Biggest Threat: Annualization! – How to Calculate Annualization and Make it Work for You!
- Maximizing Savings in a Prevailing Wage Trust Plan
- Top 10 Things Construction Companies Can Do to Be More Competitive
- Competitive Advantage with Prevailing Wage Bona Fide Benefit Plans
- How a Contractor Can Save $1,200,000
- Annualization of Fringe Benefits – How to Calculate with Examples
- Funded vs. Unfunded Prevailing Wage Bona Fide Benefit Plans
- How to Calculate Annualization
- Creative Plan Design Can Eliminate Annualization Requirements
- Case Study – An Easy Win-Win for Employer and Employees
- Top 10 Criteria for choosing a prevailing wage benefit plan provider
- Top 5 Reasons Construction Companies Should Offer Supplemental Unemployment Benefit Plans
- Plan Now Bid more Competitively in 2019
- Court Rejects Motion to Dismiss in Fringe Benefit Group (Contractors Plan) Excessive Fee Class Action Litigation
- Utilizing a hybrid approach to bona fide benefits to manage annualization concerns
- short work week supplemental unemployment benefits
- Success Story: How to Provide $29.00 per hour in Fringe Benefits
- Prevailing Wage Plan: Employee Success Story #2
- Cash is Not King with Benefits
- Reduce Your Labor/Payroll Burden in 2018
- Prevailing Wage Plan Case Study: Over $1.3 Million in Annual Savings with Direct Advisors Trust
- Why Use a Trust for Bona Fide Fringe Benefits?
- Pay for Training With Prevailing Wage Fringes
- Our Latest Whitepaper: Harnessing the Power of Supplemental Unemployment Benefit Plans
- Dipping Your Toe in the Water
- Prevailing Wage Audits: What’s Your Strategy?
- Bona Fide Fringe Benefits: Tough Choices
- Would your employees like to receive double unemployment benefits and fully paid uninterrupted medical insurance during the seasonal layoff?
- Annualization Issues Threaten Some Supplemental Unemployment Benefit Plans
- Utilize Prevailing Fringe Benefit Contributions to Satisfy Government Mandates
- Apprentice & Safety Training Benefits
- Prevailing Wage Savings Calculator
- Our Latest Whitepaper: “Working the Fringe”
- What your Workers Need to Know About Prevailing Wage Benefit Plans
- Bona Fide Fringe Benefits: When Flexibility Makes all the Difference
- Using Fringe Dollars to Neutralize Obamacare
- Trust Direct Advisors for Seasonal Layoff Security
General Updates
- 3 Primary Reasons to Utilize a Trust Fund for Prevailing Wage Funded Benefit Plans
- Construction Industry Trends Point to Aging Labor Force
- Davis-Bacon Act Changes: Administrative Expenses
- Davis-Bacon Act Changes: Annualization of Fringe Benefits and Exemptions
- Davis-Bacon Act Changes: Unfunded Plans and Their Impact on Construction Companies
- Direct Advisors is now a part of HUB International
- Exploring the SECURE 2.0 Act: Enhacing Retirement Security for All
- Factors to Consider When Satisfying Fringe Benefit Requirements
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- Prevailing Reflections from our Company President
- Prevailing Wage Benefit Plan Strategies for New York State Utility Contractors and Subcontractors
- Rebalance Your Portfolio to Mitigate Risk
- Reinstating Prevailing Wage Law in Michigan: Impact on Non-Union Construction Companies
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- Benefits of a Supplemental Unemployment Plan During the Coronavirus Pandemic
- Opportunities For Road and Bridge Contractors
- Court Rejects Motion to Dismiss in Fringe Benefit Group (Contractors Plan) Excessive Fee Class Action Litigation
- St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries
- Are Paid Sick Leave Policies Subject to ERISA?
- Trust Direct Advisors for Seasonal Layoff Security
Industry News
- Great News for Retirement Contribution Limits
- New Department of Labor E-Delivery Rules
- Retirement Plans Designed for Construction Companies
- Tom Santa Barbara Speaks at The Bonadio Group’s NYS Construction Industry Conference
- DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans
- The SECURE Act – what you need to know for retirement
- DOL Proposes E-Delivery Safe Harbor for Plan Sponsors
- 401(k) Plans Are Stronger Than Ever
- How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- Top 10 Tips for Handling Market Volatility in 2019
- St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries
- Northwest University wins 403(b) Plan excessive fee suit
- A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor
- Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement
- The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour
- New York Life Settles Excess Fee Fiduciary Lawsuit for $3 Million
- Are The New DOL Fiduciary Rules Still Relevant?
- Is Your Advisor Held To The Highest Standard?
- Year-End Planning
- Will President Trump Repeal the DOL Fiduciary Rule?
- Think Your Retirement Plan Is Bad? Talk to a Teacher.
- How Will the Election Impact My Retirement Account?
- Suitability Standard vs. Fiduciary Standard
- How Much Did 401(k)’s Lose to “Brexit”?
- What should you do after the “Brexit” vote?
- Department of Labor (DOL) Fiduciary Standard Regulation Ruling Should be Embraced by Honest Financial Advisors
- What A Difference A Month Makes…
- Volatility Continues in 1Q 2016
- What do Nestle, Samsung, and Mitsubishi have in common?
- Recent Volatility in the Financial Markets – Don’t Panic!
- DRS Market Snapshot 2015
- Is Your Portfolio Built to Weather Storms?
Investment Advisory
- Great News for Retirement Contribution Limits
- Rebalance Your Portfolio to Mitigate Risk
- Retirement Plan Podcast Series #5: Get Rich Slowly: The Key to Helping Participants Maximize Their Retirement Plan
- Retirement Plan Podcast Series #4: Making Sense of the Investment Options Within Your Retirement Plan
- 8 Key Questions to Ask your Retirement Plan’s Investment Advisor
- How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries
- A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor
- Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement
- The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour
- Year-End Planning
- DRS Market Snapshot 2015
- Rebalancing Your Portfolio
- Is Your Portfolio Built to Weather Storms?
- Be Careful Who You Use as Your Retirement Plan’s Third-Party Administrator
- Target Date Funds Can Help Inexperienced Investors
- Don’t Let the Headlines Influence Your Portfolio Mix
- Ten Things You Should Know About Portfolio Performance
- Want to Retire a Millionaire?
New York State
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- Updated New York Prevailing Wage Rate Schedule
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- 4 FAQ’s on the New Prevailing Wage Amendment
- DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter
News & Events
- 3 Primary Reasons to Utilize a Trust Fund for Prevailing Wage Funded Benefit Plans
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Construction Industry Trends Point to Aging Labor Force
- Davis-Bacon Act Changes: Administrative Expenses
- Davis-Bacon Act Changes: Annualization of Fringe Benefits and Exemptions
- Davis-Bacon Act Changes: Unfunded Plans and Their Impact on Construction Companies
- Direct Advisors is now a part of HUB International
- Exploring the SECURE 2.0 Act: Enhacing Retirement Security for All
- Factors to Consider When Satisfying Fringe Benefit Requirements
- Great News for Retirement Contribution Limits
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- Prevailing Reflections from our Company President
- Prevailing Wage Benefit Plan Strategies for New York State Utility Contractors and Subcontractors
- Rebalance Your Portfolio to Mitigate Risk
- Reinstating Prevailing Wage Law in Michigan: Impact on Non-Union Construction Companies
- Strategies for Prevailing Wage Audits
- Tom Santa Barbara Speaks at Dannible & McKee’s Construction Conference
- Tom Santa Barbara Speaks at The Bonadio Group’s NYS Construction Industry Conference
- Updated New York Prevailing Wage Rate Schedule
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- Table of Experts – Prevailing Wage
- A Simple Guide to Managing Fiduciary Responsibility Panel Discussion September 26th, 2018
- NYS Assembly Passed Bill Expanding Prevailing Wage
- Trust Direct Advisors for Seasonal Layoff Security
Notices
Plan Administration
- DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)
- Great News for Retirement Contribution Limits
- Retirement Plan Podcast Series #10 – Hear Ye, Hear Ye: Required Disclosures to be Provided to Participants
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- What is a “Plan” Subject to ERISA? A Pre-Fiduciary Fable
- Be Careful Who You Use as Your Retirement Plan’s Third-Party Administrator
- Are Your 401(k) Fees Reasonable?
Plan Design
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- Retirement Plan Podcast Series #2: Pre-Tax vs. Roth
- DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans
- Retirement Plan Podcast Series #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars
Podcasts
- DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)
- DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans
- DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%
- Retirement Plan Podcast Series #10 – Hear Ye, Hear Ye: Required Disclosures to be Provided to Participants
- DirectAdvisors Podcast #4 – Annualization: What an Employee Should Know
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter
- Retirement Plan Podcast Series #8 – Retirement Plan Fees Explained
- Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities
- Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan
- Retirement Plan Podcast Series #5: Get Rich Slowly: The Key to Helping Participants Maximize Their Retirement Plan
- Retirement Plan Podcast Series #4: Making Sense of the Investment Options Within Your Retirement Plan
- Retirement Plan Podcast Series #3: 2020 Retirement Plan Contribution Limits
- Retirement Plan Podcast Series #2: Pre-Tax vs. Roth
- DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans
- Retirement Plan Podcast Series #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars
Pooled Employer Plans
Prevailing Wage
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Construction Industry Trends Point to Aging Labor Force
- Davis-Bacon Act Changes: Administrative Expenses
- Davis-Bacon Act Changes: Annualization of Fringe Benefits and Exemptions
- Davis-Bacon Act Changes: Unfunded Plans and Their Impact on Construction Companies
- DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- Prevailing Wage Benefit Plan Strategies for New York State Utility Contractors and Subcontractors
- Reinstating Prevailing Wage Law in Michigan: Impact on Non-Union Construction Companies
- Strategies for Prevailing Wage Audits
- The DirectAdvisors Trust
- Updated New York Prevailing Wage Rate Schedule
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- What the Infrastructure Law and Build Back Better Bill Will Mean for the Construction Industry
- Public Contractors’ Biggest Threat: Annualization! – How to Calculate Annualization and Make it Work for You!
- Maximizing Savings in a Prevailing Wage Trust Plan
- 4 FAQ’s on the New Prevailing Wage Amendment
- DirectAdvisors Podcast #4 – Annualization: What an Employee Should Know
- Top 10 Things Construction Companies Can Do to Be More Competitive
- DirectAdvisors Podcast #3 – New York State Construction Concerns: a Conversation with Brian Sampson, President of ABC Empire Chapter
- DirectAdvisors Webinar – Prevailing Wage: New Reporting & Record Keeping Obligations
- Amendment to Prevailing Wage Bill Increases Transparency
- How Supplemental Unemployment Drives Employee Retention
- Benefits of a Supplemental Unemployment Plan During the Coronavirus Pandemic
- Opportunities For Road and Bridge Contractors
- Advantages & Requirements of Using a Trust to Provide Supplemental Unemployment Benefits
- Essential Requirements of SUB Plan
- Introduction & History of SUB Plans
- Competitive Advantage with Prevailing Wage Bona Fide Benefit Plans
- How a Contractor Can Save $1,200,000
- Annualization of Fringe Benefits – How to Calculate with Examples
- Funded vs. Unfunded Prevailing Wage Bona Fide Benefit Plans
- What Qualifies as a Bona Fide Fringe Benefit
- Employee Retention via Core Values
- Construction Labor Scarcity Despite Record Numbers of Employment
- Table of Experts-Prevailing Wage
- How to Calculate Annualization
- Creative Plan Design Can Eliminate Annualization Requirements
- Case Study – An Easy Win-Win for Employer and Employees
- Prevailing Wage Expansion in New York
- Top 10 Criteria for choosing a prevailing wage benefit plan provider
- Top 5 Reasons Construction Companies Should Offer Supplemental Unemployment Benefit Plans
- Plan Now Bid more Competitively in 2019
- Court Rejects Motion to Dismiss in Fringe Benefit Group (Contractors Plan) Excessive Fee Class Action Litigation
- Utilizing a hybrid approach to bona fide benefits to manage annualization concerns
- short work week supplemental unemployment benefits
- Success Story: How to Provide $29.00 per hour in Fringe Benefits
- Prevailing Wage Plan: Employee Success Story #2
- Cash is Not King with Benefits
- Reduce Your Labor/Payroll Burden in 2018
- Fringe Benefit Group/Contractors Plan named in Excessive Fee Litigation
- Top 5 Supplemental Unemployment Benefits Questions & Answers
- Self-Insured Health Plans as “Bona Fide Fringe Benefit Plan” under Davis Bacon and State Prevailing Wage Laws
- Prevailing Wage Plan: Employee Success Story
- Prevailing Wage Plan Case Study: Over $1.3 Million in Annual Savings with Direct Advisors Trust
- Why Use a Trust for Bona Fide Fringe Benefits?
- Pay for Training With Prevailing Wage Fringes
- Our Latest Whitepaper: Harnessing the Power of Supplemental Unemployment Benefit Plans
- Executive Order 13706: Paid Sick Leave for Employees of Federal Contractors
- Dipping Your Toe in the Water
- Prevailing Wage Audits: What’s Your Strategy?
- Bona Fide Fringe Benefits: Tough Choices
- Would your employees like to receive double unemployment benefits and fully paid uninterrupted medical insurance during the seasonal layoff?
- Annualization Issues Threaten Some Supplemental Unemployment Benefit Plans
- Utilize Prevailing Fringe Benefit Contributions to Satisfy Government Mandates
- Apprentice & Safety Training Benefits
- DOL Troubles: FCE Benefits Administrators, Inc.
- Prevailing Wage Savings Calculator
- Variations in State Prevailing Wage Laws & Regulations
- Caution: Annualization No-No!
- Our Latest Whitepaper: “Working the Fringe”
- There’s Still Time!
- What Is a “Bona Fide” Fringe Benefit?
- What your Workers Need to Know About Prevailing Wage Benefit Plans
- Bona Fide Fringe Benefits: When Flexibility Makes all the Difference
- Using Fringe Dollars to Neutralize Obamacare
- Trust Direct Advisors for Seasonal Layoff Security
Retirement
- Construction Industry Trends Point to Aging Labor Force
- DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)
- DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%
- Exploring the SECURE 2.0 Act: Enhacing Retirement Security for All
- Fiduciary Liability Insurance vs. ERISA Fidelity Bonds
- Great News for Retirement Contribution Limits
- New Department of Labor E-Delivery Rules
- Rebalance Your Portfolio to Mitigate Risk
- Retirement Plans Designed for Construction Companies
- Tom Santa Barbara Speaks at The Bonadio Group’s NYS Construction Industry Conference
- Retirement Plan Podcast Series #10 – Hear Ye, Hear Ye: Required Disclosures to be Provided to Participants
- Retirement Plan Podcast Series #9 – What’s in an Adoption Agreement?
- Retirement Plan Podcast Series #8 – Retirement Plan Fees Explained
- Retirement Plan Podcast Series #7 – Your Fiduciary Responsibilities
- Cybersecurity and Retirement Plans: How to Protect Your Workers’ Assets and Limit Your Liability
- Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan
- Retirement Plan Podcast Series #5: Get Rich Slowly: The Key to Helping Participants Maximize Their Retirement Plan
- Retirement Plan Podcast Series #4: Making Sense of the Investment Options Within Your Retirement Plan
- Retirement Plan Podcast Series #3: 2020 Retirement Plan Contribution Limits
- Retirement Plan Podcast Series #2: Pre-Tax vs. Roth
- DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans
- Retirement Plan Podcast Series #1: Designing Your 401(k) Plan: Options for Employees to Access Retirement Dollars
- The SECURE Act – what you need to know for retirement
- 8 Key Questions to Ask your Retirement Plan’s Investment Advisor
- DOL Proposes E-Delivery Safe Harbor for Plan Sponsors
- 401(k) Plans Are Stronger Than Ever
- How Do Recent Changes to Hardship Distributions Impact My Retirement Plan?
- What Criteria Should I Consider When Selecting a Retirement Plan Advisor?
- Top 10 Tips for Handling Market Volatility in 2019
- St. Clare’s Pension Plan…. Broken Promises Lead to Uncertainty for Beneficiaries
- What is a “Plan” Subject to ERISA? A Pre-Fiduciary Fable
- Northwest University wins 403(b) Plan excessive fee suit
- The Conflicted Committee: A Fiduciary Fable
- When Your Two Hats are Both Fiduciary Caps – A Fiduciary Fable
- A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor
- Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement
- The Long and Winding Road that Leads to the “New” ERISA Fiduciary Rules has Another Detour
- New York Life Settles Excess Fee Fiduciary Lawsuit for $3 Million
- Are The New DOL Fiduciary Rules Still Relevant?
- Is Your Advisor Held To The Highest Standard?
- Year-End Planning
- Will President Trump Repeal the DOL Fiduciary Rule?
- Think Your Retirement Plan Is Bad? Talk to a Teacher.
- How Will the Election Impact My Retirement Account?
- Suitability Standard vs. Fiduciary Standard
- How Much Did 401(k)’s Lose to “Brexit”?
- What should you do after the “Brexit” vote?
- Department of Labor (DOL) Fiduciary Standard Regulation Ruling Should be Embraced by Honest Financial Advisors
- What A Difference A Month Makes…
- Volatility Continues in 1Q 2016
- What do Nestle, Samsung, and Mitsubishi have in common?
- Recent Volatility in the Financial Markets – Don’t Panic!
- DRS Market Snapshot 2015
- Why Do People Retire?
- Rebalancing Your Portfolio
- Is Your Portfolio Built to Weather Storms?
- Be Careful Who You Use as Your Retirement Plan’s Third-Party Administrator
- My 401(k)…Can I Afford It?
- Target Date Funds Can Help Inexperienced Investors
- Are You Saving Enough For Retirement?
- Don’t Let the Headlines Influence Your Portfolio Mix
- Are Your 401(k) Fees Reasonable?
- Ten Things You Should Know About Portfolio Performance
- Want to Retire a Millionaire?
Supplemental Unemployment
- Compliance Concerns: The Price for Entry to Bid on Infrastructure Act Projects
- Opportunities Abound Now That Infrastructure Bill Becomes Law
- What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law
- Maximizing Savings in a Prevailing Wage Trust Plan
- Top 10 Things Construction Companies Can Do to Be More Competitive
- How Supplemental Unemployment Drives Employee Retention
- Advantages & Requirements of Using a Trust to Provide Supplemental Unemployment Benefits
- Essential Requirements of SUB Plan
- Introduction & History of SUB Plans