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.

 

    Reduce overall costs and streamline management, while complying with ERISA guidelines governing your employee retirement benefits.

    From retirement plan design to assistance vetting other service providers to communicating the plan to your employees, we are at your side when you need us, as much as you need us.

    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.

    Where you see obligation, we see opportunity.
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    Latest Posts

    Prevailing Wage Plan: Employee Success Story #2

    Prevailing Wage Plan: Employee Success Story #2

    At DirectAdvisors our idea of success includes our clients as well as their employees. This success story focuses on one of our client’s employees. Our mantra has always been win-win! Our strategies and services only work when both the construction company AND their employees win. We are proud to provide this great example of an employee winning!

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    The Conflicted Committee: A Fiduciary Fable

    The Conflicted Committee: A Fiduciary Fable

    Once Upon a Time… in the 1980’s to be more specific… there were a lot of hostile acquisitions of publicly traded corporations. Grumman Corporation was the target of one of these hostile take-overs; Mr. Bierwirth was its CEO. The aggressor was LTV Corporation.

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    Cash is Not King with Benefits

    Cash is Not King with Benefits

    My entire 27-year career has been centered on helping merit shop construction companies design and administer employee benefit plans compliant with prevailing wage regulations and I am still astounded when I hear that a contactor chooses to pay required fringe benefit contributions as cash wages rather than benefits because “that is what employees want”.

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