Direct Retirement Solutions specializes in retirement plan consulting and advisory services to companies throughout the east coast. We offer ERISA 3(21) and 3(38) fiduciary protection utilizing a fully disclosed fee model with no conflicts of interest. We coordinate plan documents, daily recordkeeping & administration, investment management, and participant education and advice, with turnkey efficiency. Everything coordinated by one team - so you know who to count on..
Comprehensive Plan Management & Plan Design Consulting
Investment Advisory Services
Participant Education & Advice
Fiduciary Governance / Stewardship
Davis Bacon Prevailing Wage Plans / Government Contractors Benefit Trust
“Over the years, we’ve had several companies handle our 401(k) profit sharing program. Direct Retirement Solutions is the first to actually deliver what was promised when they were courting our business. They send articulate and intelligent representatives to our offices, and meet with our staff to make sure they are all gaining the most benefit from the program, they are proactive and timely with all filings, and we don’t have to think about it because they take care of everything."
Mark Shipley, Chief Thinker
Smith & Jones, Troy NY
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