Jun 10, 2020
We are excited to announce our latest podcast by Tom Santa Barbara, president of DirectAdvisors, entitled “New York State Construction Concerns”. In this podcast, Tom interviews Brian Sampson, President of the Empire Chapter of the Associated Builders and Contractors (ABC). Brian discusses some of his thoughts on the latest developments in the industry and the state of New York, especially the many challenges being faced amid the COVID-19 pandemic.
Jun 9, 2020
Fees have been a hot topic in the retirement services industry for some time now, and rightfully so. You don’t want your investment earnings to be eaten away by fees, but how can you tell what fees are being paid from your plan? And what fees are considered to be reasonable? You want to know if what you’re paying is appropriate.
Jun 4, 2020
Fiduciaries are considered an integral part of a retirement plan. They hold very important responsibilities and must adhere to specific best practices, or else they can be held personally liable.
May 21, 2020
As a Plan Sponsor, you’re tasked with all sorts of administrative requirements – determining eligibility of participants, providing required notices, depositing employee deferrals on time — the list goes on. There’s good news though, you’re not in this alone. DirectAdvisors has put together a helpful overview of these requirements to help you stay compliant and successfully navigate the administration on your plan.
May 14, 2020
How much money do you need to retire, and just how many people out there even have enough saved to retire?
May 7, 2020
You’ve likely heard the phrase “don’t put all your eggs in one basket,” and you probably know that as a Fiduciary, you’re required to ensure that the Plan offers a diverse set of investment options, but just how many options should you be offering, and just how diverse do they need to be?
