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