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.
A Matter of Trust: The Benefits of Choosing an Accredited Investment Fiduciary® (AIF®) Designee as your Investment Advisor
Effective relationships between investors and advisors are built on trust. That trust is grounded in a commitment by the advisor to act solely in your best interests. But how can you be sure that the person you are entrusting not only embraces their commitment but is fully qualified to fulfill it?
Self-Insured Health Plans as “Bona Fide Fringe Benefit Plan” under Davis Bacon and State Prevailing Wage Laws
Self-insured, or self-funded health plans, are popular with employers that have a large, diverse workforce.
Lesson Plan: What Colleges and Universities Can Learn from the Recent TIAA-CREF Excess Fees Settlement
In a 2015 class action that struck terror in the hearts of colleges and universities across the country, TIAA-CREF’s own employees – participants of its 401(k) and retirement plans – sued TIAA