Reduce Reputational Risk and Liability

We specialize in providing fiduciary oversight, advice, and guidance for your retirement plan and its investment offerings through our fiduciary risk management services.

An often unaddressed area of risk exposure for an organization is its retirement plan. Protect your firm’s reputational risk and fiduciary liability by partnering with a co-fiduciary who is an expert in retirement plan governance, oversight, and management.

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Reduce overall costs and streamline management, while complying with ERISA guidelines governing your employee retirement benefits.

ERISA ADVISORY

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From retirement plan design to assistance vetting other service providers to communicating the plan to your employees, we are at your side when you need us, as much as you need us.

Custom Services

CEFEX Fiduciary Certificate of Completion

The Centre for Fiduciary Excellence (CEFEX) has awarded DirectAdvisors a CEFEX Fiduciary Certificate of Completion. This prestigious certification is only given to companies that adhere to a standard representing best practices in the industry.

Where you see obligation, we see opportunity.

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