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

    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.

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    Target Date Funds Can Help Inexperienced Investors

    Target Date Funds Can Help Inexperienced Investors

    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.

    read more
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