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
short work week supplemental unemployment benefits
Short-week supplemental unemployment benefits ARE TAXABLE under FICA unless they meet certain IRS requirements
What is a “Plan” Subject to ERISA? A Pre-Fiduciary Fable
Because ERISA trumps most state laws that relate to employee benefit plans, both pension and welfare, the question was whether Maine’s law required employers to provide a benefit that would be subject to ERISA.
Success Story: How to Provide $29.00 per hour in Fringe Benefits
Background: Type...
