Direct Retirement Solutions, is an independent retirement plan and benefit consulting practice with clients throughout the United States. We are experts at plan design & management, vendor & platform selection, fiduciary investment management, fiduciary governance & stewardship and employee education and advice. In addition to our retirement plan advisory services, we also are prevailing wage experts providing specialized bona fide benefit plan consulting and administrative services to construction companies engaged in public works projects covered by the Davis-Bacon Act and state prevailing wage laws. By utilizing our Government Contractors Benefit Trust our construction company clients fund bona fide fringe benefits to thousands of their workers each year. More information can be found at www.trustgcbt.com Our competitive advantage is our team with focused deep industry experience in our defined core service offerings. Everyone from the founding partners, in-house general counsel, credentialed advisors and trust administrators are solely focused on our core values which define our culture. 1. Integrity Always 2. Client service is everything 3. Teach, learn, grow 4. We are compliant
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The Direct Retirement Solutions annual revenue was $1 million in 2026.
Direct Retirement Solutions is based in Latham, New York.
The NAICS codes for Direct Retirement Solutions are [5251, 52, 525110, 52511, 525].
The SIC codes for Direct Retirement Solutions are [63, 637].