Resources
Fiduciary Services Resources
Reducing Reputational Risk and Liability: A Process for Retirement Plan Investment Committees
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.
LITERATURE
Find out how DirectAdvisors can help you design and administer a bona fide benefit plan that meets federal and state contract compliance requirements.
