This morning, Tom Santa Barbara, President of DirectAdvisors, spoke at The Bonadio Group’s New York State Construction Industry Conference.
Tom’s presentation — “Retirement Plans Designed for Construction Companies” — focused on exciting developments for retirement plans, with a focus on Pooled Employer Plans (PEPs).
If you would like a copy of Tom’s presentation, or would like to speak with him about participating in the DirectAdvisors Pooled Employer Plan, please reach out to Tom at tom@directadvisors.com or 518-362-2119 ext. 6.