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.
Rebalance Your Portfolio to Mitigate Risk
With a rapidly...
3 Primary Reasons to Utilize a Trust Fund for Prevailing Wage Funded Benefit Plans
Construction companies subject to prevailing wage laws can satisfy fringe benefit requirements by making irrevocable contributions to specialized benefit funds on behalf of covered workers.
What Contractors Can Do About Inflation Effects of the $1 Trillion Infrastructure Law