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...
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.