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.
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.
Latest Posts
Amendment to Prevailing Wage Bill Increases Transparency
New York State has increased compliance for contractors by amending a bill making contractors and subcontractors responsible and accountable to provide additional disclosures to workers on public works jobs.
Cybersecurity and Retirement Plans: How to Protect Your Workers’ Assets and Limit Your Liability
Cybersecurity threats pose a tremendous risk to plan sponsors and participants alike. Here’s how to protect your workers’ assets and limit your company’s liability.
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.
