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.
As I’m sure you are aware, the Affordable Care Act (ACA) is rolling full steam ahead in 2015.
As I drove to the office this morning the temperature on my dashboard read -6 degrees. Most of our clients, at least the ones who work outside, are shut down for the next few months.
It is within this sanctity of mathematics that we see the very real evidence that many everyday workers have graduated from their careers with million-dollar plus retirement portfolios.