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Our RFP provider search is customized to focus on services that are important to your plan. We emphasize open architecture, efficient administrative services, best-in-class funds, fee transparency, effective participant education and communications.
Bridgebay’s RFP database tracks over 90 service providers. Based on your plan's assets, complexity, and participants we provide the depth of information for you to select the most appropriate providers.
Bridgebay’s custom RFPs are constructed from a comprehensive database of over 500 questions that we can modify to cover key service areas including:
• Administration & Recordkeeping
• Technology, Security and On-Line Services
• Fees (Direct and Indirect)
• Investments
• Compliance
• Employee Education and Communications
• Fiduciary Services
• Legal and Regulatory Filings
• Conversion and Transition Timetable
Our scoring matrix enables plan sponsors to consider a large number of qualified providers and evaluate them fairly using consistent criteria for assessment. Our scoring matrix ranks providers, side-by-side comparisons of services and costs, and financial strength.
Our RFP services are a thorough, well-documented due diligence process that can be used for audit and fiduciary purposes. The documentation and extensive evaluation validates your final provider selection as a plan sponsor.
We strive to identify the best fit provider with the highest quality investments and level of services at the most competitive price.
Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
