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...
Tom Santa Barbara Speaks at The Bonadio Group’s NYS Construction Industry Conference
This morning, Tom Santa Barbara, President of DirectAdvisors, spoke at The Bonadio Group’s New York State Construction Industry Conference. Tom’s presentation — “Retirement Plans Designed for Construction Companies” — focused on...
New Department of Labor E-Delivery Rules
The preparation of retirement plan account statements has traditionally required a great deal of paper, ink, time, and money. Printed statements that are mailed to plan participants are not environmentally friendly, are less secure, require more staff labor, and add extra costs to the administration of a retirement plan. With that in mind, a new e-delivery rule from the Department of Labor (DOL) could benefit your plan in a variety of ways.
DirectAdvisors Podcast #2 – The CARES Act and its Impact on Retirement Plans
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act as part of the federal stimulus package intended to stabilize the economy during the COVID-19 pandemic. The CARES Act has opened up a number of provisions for employer-sponsored retirement plans by making additional funds available to Plan participants who are impacted by COVID-19.
Coronavirus and its Impact on the Stock Market
If you have been watching the markets’ response to the recent worldwide Coronavirus outbreak (COVID-19), you may wonder about the status of your investments. There’s no question that this health scare has had an impact on the markets, both in terms of stock prices and the recent bond rate slash by the Federal Reserve.