Bridgebay 23 Years of Excellence (925) 743-0200
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Plan Design
Plan Design
Investment Policy Statement
Asset Allocation
Investment Fund Analysis
Target Date Fund Evaluation
Fee Analysis
Investment Performance and Plan Monitoring
Plan Benchmarking
Provider Search and Evaluation
Plan Design
Fiduciary Services
Education and Communication
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Legislative and regulatory changes continue to burden plan sponsors with changing rules requiring a continuous review of plan design and compliance.

As retirement plan experts we coordinate closely with plan sponsors and their providers to ensure that critical legal, design and compliance issues impacting the plan remain current.
Some of the plan design features that we consider include:

• Automatic plan features
• Pre-tax and after-tax contributions
• Employer match
• Company stock
• Brokerage window

• Loan provisions
• Payroll transmittals
• Online data security
• Participant communications

Plan Data
We review the plan data with the investment committee such as participation levels, average balances, allocations among funds, number of funds per participants, usage of funds, lifecycle and asset allocation funds and peer plan sponsor surveys. We also review the fund and plan expenses for opportunities to enhance participant services.

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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