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Serving CFOs and Senior Staff Focus on ROI Support to Impact Employee Outcomes High Impact Firm with Low Impact Costs
 

About BFA

 

Service Model

 

Why BFA

 

Employee Outcomes

Delivering leadership to plan fiduciaries in their moral, ethical and governance obligations by providing what is in the best interest of their employees while maximizing the company ROI

Baystate Fiduciary Advisors is an independent firm with national scale and resources offering both 401(k) and 403(b) investment fiduciary advisory services for non-profit and for-profit organizations.

Based in Boston, Massachusetts, we serve clients throughout the New England area. With more than 20 years of experience, we employ globally accepted fiduciary standards of excellence that will not only help organizations in their pursuit of complying with ERISA obligations but strives to promote successful retirement outcomes for their employees and improving the company’s bottom line.

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What do you mean when you say you are a "High Impact Firm with Low Impact Costs?"

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Helpful Content

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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