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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 proposed 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 Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
