Retirement Plans Designed for Construction Companies

Retirement Plans Designed for Construction Companies

On February 9, 2021, Tom Santa Barbara, President of DirectAdvisors, spoke at The Bonadio Group’s New York State Construction Industry Conference. Tom’s main presentation — entitled “Retirement Plans Designed for Construction Companies” — focused on exciting...
DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

DirectAdvisors – Vanguard Video Podcast: What To Do When Markets Drop 20%

Stock market drops of 20% or more are an unfortunate fact of life for investors, and can be expected to happen once or twice a decade. If you sell when prices are falling, you may miss out on a recovery. Since no one knows when the recovery will start, or how long it will take for the market to bounce back, it is important to stay the course.

DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)

DirectAdvisors – Newport Retirement Services Video Podcast: Pooled Employer Plans (PEPs)

DirectAdvisors is pleased to announce our 2nd video podcast in our ongoing retirement plan podcast series. Our guest in this episode was Matt Petralia, Regional Director, Northeast Region of Newport Retirement Services (Newport Group). Matt spent a few minutes speaking with DirectAdvisors’ Co-Founder and President, Tom Santa Barbara, on multi-employer plans, with a particular focus on Pooled Employer Plans (PEPs), which were introduced as part of the SECURE Act of 2019.

DirectAdvisors — CEFEX Video Podcast: CEFEX Certification

DirectAdvisors — CEFEX Video Podcast: CEFEX Certification

DirectAdvisors is proud to announce our first video podcast! We were excited to have Matt Boyle, Director of Operations at CEFEX, as our first guest. Matt spent a few minutes this afternoon speaking with DirectAdvisors’ Chief Investment Officer, Jeff Ricchiuti, on CEFEX certification — what it means, how it benefits our clients, and what the CEFEX process involves.