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Implement an Education Strategy
The best way to implement an effective education strategy is to create an Education Policy Statement that establishes an overriding...

Nicholas Zaiko, CIMA
Apr 18, 20144 min read
Best Practices: Plan Sponsors Should Differentiate Between Settlor vs. Fiduciary Functions
Bridgebay does not provide legal advice and recommends that you consult an ERISA attorney concerning settlor and fiduciary roles. The...

Nicholas Zaiko, CIMA
Feb 24, 20142 min read
403(b) Fiduciary and Compliance Requirements
The Employee Retirement Income Security Act (ERISA) of 1974, enforced by the Department of Labor (DoL), established fiduciary...

Nicholas Zaiko, CIMA
Jan 11, 20145 min read
Stable-Value Funds
Stable-value funds have played an integral role in employer retirement plans and have evolved, growing in complexity and structure....

Linda Ruiz-Zaiko
Dec 1, 20115 min read
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