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

    4 FAQ’s on the New Prevailing Wage Amendment

    4 FAQ’s on the New Prevailing Wage Amendment

    We have been receiving several questions on how to comply with the amended prevailing wage bill that is now law.  There are questions that still need to be clarified, however the purpose of the amendment is to have employers provide additional transparency of fringe supplements when workers are on public works jobs.  Most of the questions we get relate to: “What do I have to provide to my employees?” 

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