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
Suitability Standard vs. Fiduciary Standard
This is a topic at the forefront of recent financial headlines that we wanted to address as there is an important difference here between the two, especially as it relates to retirement plans.
Dipping Your Toe in the Water
We continually talk with construction companies about the advantages of shifting prevailing wage fringe benefits out of payroll and into bona fide benefit programs like the DirectAdvisors Trust. Although this often makes tremendous financial sense for construction companies and their employees, the transition can be difficult when employees are accustomed to having that money paid as wages.
How Much Did 401(k)’s Lose to “Brexit”?
Our most recent blog post at the beginning of July entitled, “What Should You Do After the ‘Brexit’ Vote?”, discussed the uncertainties and fears surrounding the decision of UK citizens to leave the EU and the resulting impact on the U.S. stock market.
