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
Don’t Let the Headlines Influence Your Portfolio Mix
It is almost impossible to turn on the TV, radio, or the internet without seeing financial headlines that are intended to influence investors’ portfolio decisions.
There’s Still Time!
As the snow is melting, I’m sure all of the seasonal contractors are gearing up to get back to work!
What Is a “Bona Fide” Fringe Benefit?
We write and speak extensively to contractors about providing “bona fide” benefits to employees. Someone recently asked me what “bona fide” means. I guess sometimes we get ahead of ourselves and neglect to cover the basics!
