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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Helpful Content
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Get ready to enjoy America’s national park system with this helpful article.
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Building a Solid Financial Foundation
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Help determine the required minimum distribution from an IRA or another qualified retirement plan.
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This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
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Assess whether you are running “in the black” or “in the red” each month.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A presentation about managing money: using it, saving it, and even getting credit.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Surprises
Making the most of surprises is a great reason to work with us.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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What if instead of buying that vacation home, you invested the money?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.