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
Tom Santa Barbara Speaks at Dannible & McKee’s Construction Conference
Tom’s presentation — entitled “Prevailing Wage Supplements: The Dos and Don’ts” — discusses the steps you can take to strike the balance between employer competitiveness and employee satisfaction, while remaining compliant. Tom will also discuss the new fringe supplement transparency rules and how to utilize annualization to your benefit.
The DirectAdvisors Trust
The experts at DirectAdvisors can help you design and coordinate a custom bona fide benefit plan solution that is right for your company, and that integrates with your existing benefit plans, insurance carriers, and brokers. Your plan can be designed in a way that relieves much of the burden and expense of government mandates.
DirectAdvisors ‘Gives Thanks’ by Giving Back
DirectAdvisors has teamed up with CAPTAIN Community Human Services to give back to our local community. Each year, CAPTAIN distributes Thanksgiving Baskets to families in need, with everything needed for a traditional Thanksgiving dinner. The DirectAdvisors Team is honored to be able to donate a basket, including a $200 gift card to help make a local family’s Thanksgiving truly special.
