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

    Is Your Portfolio Built to Weather Storms?

    Is Your Portfolio Built to Weather Storms?

    Market volatility, like the roller coaster experienced last week, can test even the calmest of investors. Constructing and following a sound asset allocation strategy for your long-term retirement goals will provide peace of mind even during extreme market movements.

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    My 401(k)…Can I Afford It?

    My 401(k)…Can I Afford It?

    Contributing to your 401(k), deferring money from a paycheck to save for retirement, is a simple, convenient and important action we advise all employees to take advantage of at their workplace when offered.

    read more
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