Direct Retirement Solutions

Firm Profile

FIRM PROFILE
Fee based only independent investment advisory practice focused exclusively on qualified retirement plans. Specialist in Davis-Bacon and state prevailing wage strategies.

KEY CONTACTS
Jeffrey Bennett, (866) 796-1173, jeff@directretirement.net
Thomas Santa Barbara, (866) 796-1173, tom@directretirement.net
WEBSITE directretirement.net

PRIMARY MARKET(S) SERVED
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)

OPTIONS AVAILABLE
• 3rd party vendor analysis tool
• 3rd party investment analysis tool
• Benchmarking tools
• Participant advice/participant services
• Allows fiduciary declaration 3(21)/3(38)
• Custom risk based/target date models
• 408(b)(2) – in-house or outsourced
• Plan design consulting
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules
• In-house general ERISA counsel

3rd Party Clearing BD: N/A