Bridgebay 23 Years of Excellence (925) 743-0200
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As a plan sponsor, your role as a Human Resource professional, Treasury professional or Retirement Committee member make you a plan fiduciary. As a co-fiduciary to your plan, our experience and credentials enable us to implement effective plan governance procedures that mitigate fiduciary liability and provide best practices in plan monitoring and management.

Bridgebay offers a comprehensive fiduciary oversight process that ensures independent plan governance and monitoring. The complexity of 401(k) and 403(b) plans has never been greater. We assist in instituting prudent procedures and due diligence processes that protect plan fiduciaries and executives by mitigating fiduciary liability.
We deliver the following services as part of our ongoing engagements:
  • Annual Fiduciary Plan Review
  • Investment Policy Statement updates
  • Benchmark service provider fees and expenses
  • Full fee disclosures per requirements of 408(b)(2)
  • 404(a) and 404(c) compliance guidance and monitoring
  • Fiduciary education for Committee members on duties and obligations
  • Establish Committee by-laws  
  • Document objective fiduciary process
  • Maintain meeting minutes and internal control files
  • Document an investment due diligence process
  • Investment evaluations per the Investment Policy Statement
  • Communicate regulatory and legislative changes
  • Annual employee communications plan
Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

© 1997- Bridgebay Financial, Inc.
® Bridgebay is a registered service mark of Bridgebay Financial, Inc.
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