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
Executive Order 13706: Paid Sick Leave for Employees of Federal Contractors
We would like to highlight some questions and answers we have received lately that we believe have broad relevance to our clients and prospects.
How Will the Election Impact My Retirement Account?
This past weekend, a client emailed me asking if there was a cash investment available in their retirement plan.
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.
