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 developments for retirement plans, with a focus on Pooled Employer Plans (PEPs).

Tom’s presentation slides were co-branded by Direct Advisors and Newport Group, and were entitled “How Pooled Employer Plans Can Reduce Costs and Fiduciary Liability for Contractors.”

To watch the 44-minute webinar, please click on the link below:

Retirement Plans Designed for Construction Companies

If you would like a copy of Tom’s presentation, or would like to speak with him about participating in the Direct Advisors Pooled Employer Plan, please reach out to Tom at tom@directadvisors.com or 518-362-2119 ext. 6.