Keep plans affordable and manageable

Retirement plans are a vital component of a total employment package. To help your business remain competitive, Baybenefits can provide expertise in retirement plan management.

Baybenefits advisors can help you make sure you're with the correct vendor, and then manage services, fees and expenses to create an effective retirement plan program for your employees.

With rapidly rising costs, our services are more valuable than ever. We can consult with you on the following:

• 401(k)
• 403(b)
• Profit sharing
• Defined benefit plans
• Non-qualified retirement plans

Our services include:

Vendor Analysis and Monitoring

• Provider change project management, benchmarking, scoring
• Fee review, disclosure and negotiation
• Recommendations and ongoing monitoring and due diligence
• Plan administration and design review and recommendations

Investment Due Diligence

• Plan level investment review
• Investment menu development
• Ongoing investment due diligence and monitoring

Participant Education

• Manage and recommend participant educational campaigns
• Benchmark effectiveness

Seminars of timely topics

For help with your retirement plan needs, contact Blair Stientjes, AIF®, retirement plan consultant / advisor, at 415-273-2204 or blair@baybenefits.com. (California license: 0G05026)