A comprehensive turnkey solution tailored to meet your organization's needs

Direct Solutions is not a pre-packaged product; it is a flexible defined contribution bundled service program designed to help employees save and investment for retirement, provide a valuable and cost-effective retirement benefit program and help protect retirement plan sponsors and fiduciaries.

Direct Solutions combines all of the essential elements of a successful program, including:

  • Independent investment advisory services for retirement plan committees
  • Top-notch employee education & communication programs
  • Proactive customer service
  • Comprehensive recordkeeping
  • Timely & accurate plan administration
  • Strategic plan design consulting
  • In-house compliance & legal consulting services

All of these services are delivered through one dedicated, multi-disciplined service team. Our qualified plan consultants will thoroughly review your situation and tailor a solution to meet the unique needs of your organization and help your employees save and invest for their future.

Let us show you how we can help you improve the process, reduce employer and employee costs and mitigate the risk to senior management and the plan fiduciaries.

The four keys to plan success:

Options available on our recordkeeping platform

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Employee communication, education & resources

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Complete recordkeeping & administration services

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Dedicated, proactive team to oversee your plan

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