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Direct Retirement Solutions specializes in retirement plan consulting and advisory services always serving as an ERISA fiduciary.  Our fully disclosed and transparent fee model with no conflicts of interest puts us on the same side of the table as our clients.  We are experts at plan design & management, vendor & platform selection, fiduciary investment managment, fiduciary governance & stewardship and participant education and advice. Everything coordinated by one team - so you know who to count on.
WHAT WE DO 

Comprehensive Plan Management & Plan Design Consulting

Investment Advisory Services

Participant Education & Advice

Fiduciary Governance / Stewardship

Davis Bacon Prevailing Wage Plans / Government Contractors Benefit Trust

BLOG
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  • Fiduciary Obligation to Select Appropriate Share Classes

    5/16/2013 2:39:26 PM

    The United States Court of Appeals recently decided in Tibble v. Edison that fiduciaries have an obligation to select the appropriate share class of mutual funds for their retirement plans.

    This decision is based on the ERISA fiduciary obligation to determine reasonable expense ratios for plan investments.  The ...

  • Obama $3 Million Cap on Retirement Savings will Hurt Small 401(k) Investors

    4/15/2013 12:14:26 PM

    President Obama's fiscal year 2014 budget proposes a retirement savings cap of $3 million.

    Many people will respond to this news with a shrug of the shoulders as it will be perceived to effect only the wealthy.  However, just the opposite is likely to be true.  The consequences of a savings ...