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.
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.
Target Date funds have been growing in popularity for the last decade. Their rise in popularity can be attributed to a number of factors, however their “auto-pilot” or “hands-off” approach is what has led many investors to choose these funds for their retirement portfolios.
As we dive head first into summer, the construction season is well underway. Not only is your team busy in the field, I’m sure that your office staff is fully engaged in keeping the administrative wheels rolling as well.
There is no magic number as to how much is “enough” to have saved for retirement. Each individual has different goals and different financial circumstances.