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.

 

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

    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.

    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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    Latest Posts

    Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan

    Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan

    As a Plan Sponsor, you’re tasked with all sorts of administrative requirements – determining eligibility of participants, providing required notices, depositing employee deferrals on time — the list goes on.  There’s good news though, you’re not in this alone.  DirectAdvisors has put together a helpful overview of these requirements to help you stay compliant and successfully navigate the administration on your plan.

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