Direct Retirement Solutions

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

Tom Santa Barbara, 866-796-1173, tom@directretirement.net

WEBSITE www.DirectRetirement.net; www.TrustGCBT.com

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

8 Home Office Employees Supporting the Business