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.
Latest Posts
Prevailing Wage Plan Case Study: Over $1.3 Million in Annual Savings with Direct Advisors Trust
This case study is based on a well-respected multi-generational merit shop company with a long standing dedicated workforce.
New York Life Settles Excess Fee Fiduciary Lawsuit for $3 Million
The participants in each of the New York Life Insurance profit sharing and 401(k) plans had a complaint – they found out that the S&P 500 Index Fund offered as a designated investment alternative in their plans was much more expensive than other S&P 500 Index funds in the market, and had been for six years.
Why Use a Trust for Bona Fide Fringe Benefits?
All fringe benefit plans fall into two categories, “funded” or “unfunded”. The best type is funded, obviously. Otherwise I wouldn’t be writing this post.
