Contact:
Tel: 925.743.0200
Fax: 925.743.0471

email : info@bridgebay.com
Upcoming Events
Bridgebay Financial, Inc.
The 20th Annual San Francisco Symposium

Early Details: (more to come)

When: September 28, 2007
Where: Palace Hotel
(New Montgomery & Market Street, San Francisco)

For more information visit:
www.stfma.org
Be sure to join us October 21-24, 2007 in Boston, MA for the AFP Annual Conference where we will be presenting two educational seminars. Below is a brief description of the topics we will be discussing along with the guest client speakers with whom we will be co-presenting. We hope to see you there.
Benchmarking Your Defined Contribution Plan Costs

This workshop will guide plan fiduciaries to evaluate and understand the costs and revenue sharing arrangements that are built into multiple service provider services in the form of hard and soft dollars.

Speakers:

Linda Ruiz-Zaiko
President & Founder, Bridgebay Financial, Inc.

Brad Vollmer CFA
Assistant Treasurer, Sun Microsystems, Inc.

Sue Wuthrich
Director, Global Benefits, Google, Inc.
Investment Policy Statements for Defined Contribution Plans

This session will cover the components of an Investment Policy Statement needed to ensure the Plan continually meets regulatory and governance standards in light of changing regulations.

Speakers:

Linda Ruiz-Zaiko
President & Founder, Bridgebay Financial, Inc.

Marlow B. Kee
Director of Finance, PATH