Bridgebay 23 Years of Excellence (925) 743-0200
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Plan Design
Asset Allocation and Gap Analysis
Investment Policy Statement
Asset Allocation and Gap Analysis
Investment Fund Analysis
Target Date Fund Evaluation
Fee Analysis
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The asset allocation and fund choices are the most visible aspects of the plan.
An efficient asset allocation in the fund line-up will enable plan participants to create diversified portfolios that will provide sufficient future retirement income.
We work with plan sponsors to develop an asset allocation structure that is appropriate for their participants. The asset allocation decision seeks strong representation in each asset class, diversified by investment style, and an appropriate risk/return profile.
A well designed fund line-up assists plan sponsors in meeting 404(c) requirements and provides an opportunity for participants to prepare for a secure retirement.

Our Gap Analysis assesses plan’s fund lineup along the risk/return spectrum and identifies where gaps and redundancies exist. A fund line up can have high number of funds yet not provide sufficient diversification. The Gap Analysis may also indicate a need for risk-based (conservative, moderate, aggressive) asset allocation funds and/or target-date funds.
Overlap Analysis
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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