Bridgebay Financial, Inc. - Retirement Plan Services - Corporate Retirement Plan Services

Bridgebay conducts plan review, assessment and documentation.

Investment policies
Asset allocation
Investment selection and monitoring
Pension plan design
Implementation and maintenance
Plan compliance, testing, documents
Plan cost review

Bridgebay consultants help employers enhance retirement plan features yet reduce plan costs, improve investment options, and reduce fiduciary liability. We provide a wide range of consulting services including investment policy statements, 401(k) provider search and evaluation, fee negotiations, implementation, and performance monitoring. We help clients establish objectives, determine risk tolerance, formulate an appropriate asset mix and monitor investment performance. Our particular challenge is to help our clients make the most of their plan assets by providing comprehensive and objective advice.

Contact:
Tel: 925.743.0200
Fax: 925.743.0471

email : info@bridgebay.com

Qualified Retirement Plans

401(k) Plans
Profit Sharing
403(b) and 403(b)(7)
Money Purchase
Bundled Defined Benefit Plans

Non Qualified Retirement Plans and Executive Deferred Compensation Plans